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Lakeridge Wealth Management LLC

SEC CIK
0002012028
Latest filing
Jul 14, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Lakeridge Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
1,177
Value
$663.1K
% of portfolio
0.2%
Quarters held
10
Since Q1 2024
Holdings of META by Lakeridge Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,177$663.1K0.2%−51−4.2%ReducedHolders
Q1 20261,228$702.6K0.3%+92+8.1%AddedHolders
Q4 20251,136$749.6K0.3%+255+28.9%AddedHolders
Q3 2025881$647.3K0.3%−44−4.8%ReducedHolders
Q2 2025925$682.6K0.3%+36+4.0%AddedHolders
Q1 2025889$512.1K0.3%+314+54.6%AddedHolders
Q4 2024575$336.8K0.2%+25+4.5%AddedHolders
Q3 2024550$314.8K0.2%−6−1.1%ReducedHolders
Q2 2024556$280.2K0.2%−1−0.2%ReducedHolders
Q1 2024557$270.6K0.2%+557NewHolders