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Lakeridge Wealth Management LLC: SCHV position timeline

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

Lakeridge Wealth Management LLC held 14,183 SCHV 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 14,183 shares
    Change vs previous 13F -534 shares

    0.18% of the 13F portfolio, value $493,728.

    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 14,717 shares
    Change vs previous 13F -62 shares

    0.19% of the 13F portfolio, value $448,876.

    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 14,779 shares
    Change vs previous 13F -30 shares

    0.2% of the 13F portfolio, value $437,613.

    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 14,809 shares
    Change vs previous 13F -102 shares

    0.19% of the 13F portfolio, value $431,090.

    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 14,911 shares
    Change vs previous 13F +13 shares

    0.19% of the 13F portfolio, value $412,586.

    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 14,898 shares
    Change vs previous 13F +14 shares

    0.2% of the 13F portfolio, value $395,977.

    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 14,884 shares
    Change vs previous 13F +9,636 shares

    0.2% of the 13F portfolio, value $388,026.

    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 5,248 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $421,782.

    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).