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Disclosery

Lakeridge Wealth Management LLC: SHW position timeline

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

Lakeridge Wealth Management LLC held 36,464 SHW 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 36,464 shares
    Change vs previous 13F +31 shares

    4.61% of the 13F portfolio, value $12,555,210.

    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 36,433 shares
    Change vs previous 13F -64 shares

    5.02% of the 13F portfolio, value $11,678,718.

    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 36,497 shares
    Change vs previous 13F -416 shares

    5.38% of the 13F portfolio, value $11,826,074.

    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 36,913 shares
    Change vs previous 13F -97 shares

    5.68% of the 13F portfolio, value $12,781,664.

    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 37,010 shares
    Change vs previous 13F +15 shares

    5.84% of the 13F portfolio, value $12,707,584.

    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 36,995 shares
    Change vs previous 13F +546 shares

    6.46% of the 13F portfolio, value $12,918,213.

    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 36,449 shares
    Change vs previous 13F -46 shares

    6.4% of the 13F portfolio, value $12,390,250.

    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 36,495 shares
    Change vs previous 13F not available

    7.66% of the 13F portfolio, value $13,929,144.

    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).