Lakeridge Wealth Management LLC: SBUX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lakeridge Wealth Management LLC on SBUX, newest first. How the timeline and the estimate are built.
Lakeridge Wealth Management LLC held 4,486 SBUX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 4,486 sharesChange vs previous 13F +97 shares
0.17% of the 13F portfolio, value $458,420.
13F-HR 0001951757-26-000993 filed by Lakeridge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,389 sharesChange vs previous 13F +26 shares
0.17% of the 13F portfolio, value $393,210.
13F-HR 0001951757-26-000537 filed by Lakeridge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,363 sharesChange vs previous 13F +106 shares
0.17% of the 13F portfolio, value $367,374.
13F-HR 0001951757-26-000015 filed by Lakeridge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,257 sharesChange vs previous 13F -110 shares
0.16% of the 13F portfolio, value $360,140.
13F-HR 0001951757-25-001153 filed by Lakeridge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,367 sharesChange vs previous 13F +22 shares
0.18% of the 13F portfolio, value $400,152.
13F-HR 0001951757-25-001046 filed by Lakeridge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,345 sharesChange vs previous 13F +93 shares
0.21% of the 13F portfolio, value $426,152.
13F-HR 0001951757-25-000380 filed by Lakeridge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,252 sharesChange vs previous 13F +31 shares
0.2% of the 13F portfolio, value $387,988.
13F-HR 0001951757-25-000157 filed by Lakeridge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,221 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $411,472.
13F-HR 0001951757-24-000981 filed by Lakeridge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).