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Lakeridge Wealth Management LLC

SEC CIK
0002012028
Latest filing
Jul 14, 2026

T holding history

AT&T 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.

T overviewAll 13F holders of TFull Q2 2026 holdings

Shares (Q2 2026)
24,709
Value
$511.5K
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of T by Lakeridge Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,709$511.5K0.2%−1,683−6.4%ReducedHolders
Q1 202626,392$765.1K0.3%+271+1.0%AddedHolders
Q4 202526,121$648.8K0.3%+304+1.2%AddedHolders
Q3 202525,817$729.1K0.3%−1,932−7.0%ReducedHolders
Q2 202527,749$803.1K0.4%+147+0.5%AddedHolders
Q1 202527,602$780.6K0.4%+236+0.9%AddedHolders
Q4 202427,366$623.1K0.3%+142+0.5%AddedHolders
Q3 202427,224$598.9K0.3%+66+0.2%AddedHolders
Q2 202427,158$519.0K0.3%−492−1.8%ReducedHolders
Q1 202427,650$486.6K0.3%−3,246−10.5%ReducedHolders
Q4 202330,896$518.4K0.4%–No prior filingHolders