Lakeridge Wealth Management LLC quarter change: Foreign Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Lakeridge Wealth Management LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2012028): 2026-03-31 (filed 2026-04-08) and 2026-06-30 (filed 2026-07-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Tree Line Advisors (Hong Kong) Ltd. | Hong Kong | $0.233B | 3 |
| Eos Management, L.P. | United States | $0.233B | 41 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | United States | $0.232B | 168 |
| CHELSEA COUNSEL CO | United States | $0.233B | 241 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | Singapore | $0.233B | 16 |
| OXFORD ASSET MANAGEMENT LLP | United Kingdom | $0.232B | 442 |
| 5th Street Advisors, LLC | United States | $0.232B | 71 |
| Kilter Group LLC | United States | $0.232B | 1,568 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | United States | $0.232B | 44 |
| Christensen, King & Associates Investment Services, Inc. | United States | $0.233B | 105 |