Lakeridge Wealth Management LLC SEC EDGAR Filings (CIK 0002012028)

SEC EDGAR filings, ownership reports, and insider transactions for Lakeridge Wealth Management LLC.

Business address
7470 Center Street, Mentor, OH, 44060
Top securities (13F)
FDVV, SHW, ISTB, AVUS, IVV, AAPL, NVDA, AVDE, MSFT, AVEM, DFSD, JMEE, LVHI, IBM, JPM, FLDR, FNX, IYW, USTB, and DFAC
State of incorporation
OH
Fiscal year end
31 December
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Lakeridge Wealth Management LLC has filed 11 SEC EDGAR filings since 14 Feb 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 07 Jan 2026 31 Dec 2025 028-23849
13F-HR Open Document Open Filing 17 Oct 2025 30 Sep 2025 028-23849
N-PX Open Document Open Filing 07 Aug 2025 30 Jun 2025 028-23849
13F-HR Open Document Open Filing 07 Aug 2025 30 Jun 2025 028-23849
13F-HR Open Document Open Filing 16 Apr 2025 31 Mar 2025 028-23849
13F-HR Open Document Open Filing 30 Jan 2025 31 Dec 2024 028-23849
13F-HR Open Document Open Filing 07 Oct 2024 30 Sep 2024 028-23849
N-PX Open Document Open Filing 21 Aug 2024 30 Jun 2024 028-23849
13F-HR Open Document Open Filing 01 Aug 2024 30 Jun 2024 028-23849
13F-HR Open Document Open Filing 29 Apr 2024 31 Mar 2024 028-23849
13F-HR Open Document Open Filing 14 Feb 2024 31 Dec 2023 028-23849