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Lakeridge Wealth Management LLC: PJUL position timeline

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

Lakeridge Wealth Management LLC held 41,392 PJUL 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 41,392 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $2,020,344.

    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 41,392 shares
    Change vs previous 13F -450 shares

    0.82% of the 13F portfolio, value $1,902,687.

    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 41,842 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $1,942,724.

    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 41,842 shares
    Change vs previous 13F +704 shares

    0.85% of the 13F portfolio, value $1,907,995.

    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 41,138 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $1,803,901.

    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 41,138 shares
    Change vs previous 13F -353 shares

    0.83% of the 13F portfolio, value $1,653,336.

    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 41,491 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $1,708,184.

    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 41,491 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,679,552.

    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).