Lakeridge Wealth Management LLC: UNP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lakeridge Wealth Management LLC on UNP, newest first. How the timeline and the estimate are built.
Lakeridge Wealth Management LLC held 1,668 UNP shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,668 sharesChange vs previous 13F +11 shares
0.17% of the 13F portfolio, value $453,687.
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 1,657 sharesChange vs previous 13F +40 shares
0.17% of the 13F portfolio, value $401,934.
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 1,617 sharesChange vs previous 13F -26 shares
0.17% of the 13F portfolio, value $374,052.
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 1,643 sharesChange vs previous 13F +3 shares
0.17% of the 13F portfolio, value $388,273.
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 1,640 sharesChange vs previous 13F -63 shares
0.17% of the 13F portfolio, value $377,279.
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 1,703 sharesChange vs previous 13F -1,283 shares
0.2% of the 13F portfolio, value $402,358.
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 2,986 sharesChange vs previous 13F +7 shares
0.35% of the 13F portfolio, value $680,932.
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 2,979 sharesChange vs previous 13F not available
0.4% of the 13F portfolio, value $734,225.
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).