Lakeridge Wealth Management LLC: VZ position timeline

Lakeridge Wealth Management LLC held 7,007 VZ 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 7,007 shares

   Change vs previous 13F +188 shares

   0.11% of the 13F portfolio, value $296,686.

   13F-HR 0001951757-26-000993 filed by Lakeridge Wealth Management LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 6,819 shares

   Change vs previous 13F +234 shares

   0.15% of the 13F portfolio, value $342,320.

   13F-HR 0001951757-26-000537 filed by Lakeridge Wealth Management LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 6,585 shares

   Change vs previous 13F -127 shares

   0.12% of the 13F portfolio, value $268,200.

   13F-HR 0001951757-26-000015 filed by Lakeridge Wealth Management LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 6,712 shares

   Change vs previous 13F +21 shares

   0.13% of the 13F portfolio, value $295,010.

   13F-HR 0001951757-25-001153 filed by Lakeridge Wealth Management LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 6,691 shares

   Change vs previous 13F -114 shares

   0.13% of the 13F portfolio, value $289,502.

   13F-HR 0001951757-25-001046 filed by Lakeridge Wealth Management LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 6,805 shares

   Change vs previous 13F -732 shares

   0.15% of the 13F portfolio, value $308,676.

   13F-HR 0001951757-25-000380 filed by Lakeridge Wealth Management LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 7,537 shares

   Change vs previous 13F +49 shares

   0.16% of the 13F portfolio, value $301,419.

   13F-HR 0001951757-25-000157 filed by Lakeridge Wealth Management LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 7,488 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $336,269.

   13F-HR 0001951757-24-000981 filed by Lakeridge Wealth Management LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).