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Disclosery

Lakeridge Wealth Management LLC: RECS position timeline

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

Lakeridge Wealth Management LLC held 30,177 RECS 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 30,177 shares
    Change vs previous 13F +2,639 shares

    0.48% of the 13F portfolio, value $1,306,057.

    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 27,538 shares
    Change vs previous 13F +13,025 shares

    0.46% of the 13F portfolio, value $1,073,430.

    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 14,513 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $592,710.

    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).