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Lakeridge Wealth Management LLC: JMEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lakeridge Wealth Management LLC on JMEE, newest first. How the timeline and the estimate are built.

Lakeridge Wealth Management LLC held 82,410 JMEE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,410 shares
    Change vs previous 13F +720 shares

    2.36% of the 13F portfolio, value $6,430,419.

    13F-HR 0001951757-26-000993 filed by Lakeridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 81,690 shares
    Change vs previous 13F +569 shares

    2.35% of the 13F portfolio, value $5,454,422.

    13F-HR 0001951757-26-000537 filed by Lakeridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 81,121 shares
    Change vs previous 13F +3,235 shares

    2.37% of the 13F portfolio, value $5,222,598.

    13F-HR 0001951757-26-000015 filed by Lakeridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 77,886 shares
    Change vs previous 13F +166 shares

    2.2% of the 13F portfolio, value $4,940,308.

    13F-HR 0001951757-25-001153 filed by Lakeridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 77,720 shares
    Change vs previous 13F +2,338 shares

    2.12% of the 13F portfolio, value $4,601,802.

    13F-HR 0001951757-25-001046 filed by Lakeridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 75,382 shares
    Change vs previous 13F +3,644 shares

    2.11% of the 13F portfolio, value $4,219,885.

    13F-HR 0001951757-25-000380 filed by Lakeridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 71,738 shares
    Change vs previous 13F +8,025 shares

    2.24% of the 13F portfolio, value $4,338,003.

    13F-HR 0001951757-25-000157 filed by Lakeridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 63,713 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $3,883,927.

    13F-HR 0001951757-24-000981 filed by Lakeridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).