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Lakeridge Wealth Management LLC: USTB position timeline

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

Lakeridge Wealth Management LLC held 39,393 USTB 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 39,393 shares
    Change vs previous 13F -22,198 shares

    0.73% of the 13F portfolio, value $1,994,050.

    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 61,591 shares
    Change vs previous 13F -661 shares

    1.34% of the 13F portfolio, value $3,115,282.

    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 62,252 shares
    Change vs previous 13F -35,154 shares

    1.44% of the 13F portfolio, value $3,164,901.

    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 97,406 shares
    Change vs previous 13F +25,685 shares

    2.21% of the 13F portfolio, value $4,966,713.

    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 71,721 shares
    Change vs previous 13F +9,496 shares

    1.68% of the 13F portfolio, value $3,644,884.

    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 62,225 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $3,151,695.

    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).