Skip to content
Disclosery

Lakeridge Wealth Management LLC: PFEB position timeline

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

Lakeridge Wealth Management LLC held 29,672 PFEB 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 29,672 shares
    Change vs previous 13F -1,525 shares

    0.47% of the 13F portfolio, value $1,277,676.

    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 31,197 shares
    Change vs previous 13F +12,617 shares

    0.54% of the 13F portfolio, value $1,251,000.

    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 18,580 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $756,557.

    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 18,580 shares
    Change vs previous 13F -350 shares

    0.33% of the 13F portfolio, value $737,440.

    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 18,930 shares
    Change vs previous 13F +1,800 shares

    0.33% of the 13F portfolio, value $719,529.

    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 17,130 shares
    Change vs previous 13F +80 shares

    0.31% of the 13F portfolio, value $613,597.

    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 17,050 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $627,440.

    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 17,050 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $614,482.

    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).