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Lakeridge Wealth Management LLC: LQD position timeline

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

Lakeridge Wealth Management LLC held 3,507 LQD 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 3,507 shares
    Change vs previous 13F -12,885 shares

    0.14% of the 13F portfolio, value $382,540.

    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 16,392 shares
    Change vs previous 13F -1,599 shares

    0.77% of the 13F portfolio, value $1,786,574.

    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 17,991 shares
    Change vs previous 13F -52,835 shares

    0.9% of the 13F portfolio, value $1,982,403.

    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 70,826 shares
    Change vs previous 13F -48,264 shares

    3.51% of the 13F portfolio, value $7,894,934.

    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 119,090 shares
    Change vs previous 13F +6,065 shares

    6% of the 13F portfolio, value $13,053,504.

    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 113,025 shares
    Change vs previous 13F +6,413 shares

    6.14% of the 13F portfolio, value $12,284,696.

    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 106,612 shares
    Change vs previous 13F +7,073 shares

    5.89% of the 13F portfolio, value $11,390,396.

    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 99,539 shares
    Change vs previous 13F not available

    6.18% of the 13F portfolio, value $11,245,933.

    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).