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Lakeridge Wealth Management LLC

SEC CIK
0002012028
Latest filing
Jul 14, 2026

SHOP holding history

Shopify 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.

SHOP overviewAll 13F holders of SHOPFull Q2 2026 holdings

Shares (Q2 2026)
6,254
Value
$714.1K
% of portfolio
0.3%
Quarters held
11
Since Q4 2023
Holdings of SHOP by Lakeridge Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,254$714.1K0.3%+969+18.3%AddedHolders
Q1 20265,285$626.9K0.3%+24+0.5%AddedHolders
Q4 20255,261$846.9K0.4%00.0%UnchangedHolders
Q3 20255,261$781.8K0.3%−1,395−21.0%ReducedHolders
Q2 20256,656$767.8K0.4%+97+1.5%AddedHolders
Q1 20256,559$626.3K0.3%00.0%UnchangedHolders
Q4 20246,559$697.4K0.4%00.0%UnchangedHolders
Q3 20246,559$525.6K0.3%00.0%UnchangedHolders
Q2 20246,559$433.2K0.3%−190−2.8%ReducedHolders
Q1 20246,749$520.8K0.3%−300−4.3%ReducedHolders
Q4 20237,049$549.1K0.4%–No prior filingHolders