Lakeridge Wealth Management LLC: LVHI position timeline

Lakeridge Wealth Management LLC held 23,366 LVHI 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 23,366 shares

   Change vs previous 13F -95,238 shares

   0.35% of the 13F portfolio, value $948,290.

   13F-HR 0001951757-26-000993 filed by Lakeridge Wealth Management LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 118,604 shares

   Change vs previous 13F -3,461 shares

   2.07% of the 13F portfolio, value $4,808,195.

   13F-HR 0001951757-26-000537 filed by Lakeridge Wealth Management LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 122,065 shares

   Change vs previous 13F +3,251 shares

   2.04% of the 13F portfolio, value $4,494,437.

   13F-HR 0001951757-26-000015 filed by Lakeridge Wealth Management LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 118,814 shares

   Change vs previous 13F +414 shares

   1.84% of the 13F portfolio, value $4,128,795.

   13F-HR 0001951757-25-001153 filed by Lakeridge Wealth Management LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 118,400 shares

   Change vs previous 13F +4,727 shares

   1.77% of the 13F portfolio, value $3,853,923.

   13F-HR 0001951757-25-001046 filed by Lakeridge Wealth Management LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 113,673 shares

   Change vs previous 13F +6,557 shares

   1.84% of the 13F portfolio, value $3,679,592.

   13F-HR 0001951757-25-000380 filed by Lakeridge Wealth Management LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 107,116 shares

   Change vs previous 13F +2,354 shares

   1.69% of the 13F portfolio, value $3,269,189.

   13F-HR 0001951757-25-000157 filed by Lakeridge Wealth Management LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 104,762 shares

   Change vs previous 13F not available

   1.79% of the 13F portfolio, value $3,256,000.

   13F-HR 0001951757-24-000981 filed by Lakeridge Wealth Management LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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