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Disclosery

Lakeridge Wealth Management LLC: VTV position timeline

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

Lakeridge Wealth Management LLC held 2,047 VTV 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 2,047 shares
    Change vs previous 13F +654 shares

    0.16% of the 13F portfolio, value $445,999.

    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 1,393 shares
    Change vs previous 13F -21 shares

    0.12% of the 13F portfolio, value $273,280.

    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 1,414 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $270,052.

    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).