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Lakeland Financial Corporation shares owned by Retirement Wealth Solutions

Quarter-by-quarter ownership of Lakeland Financial Corporation (LKFN) shares owned by Retirement Wealth Solutions from 13F filings

Historical chart of Retirement Wealth Solutions investment in Lakeland Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including Lakeland Financial Corporation held by Retirement Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lakeland Financial Corporation by Retirement Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 251 64.26
2025-06-30 $16k 257 61.39
2025-03-31 $15k 256 59.50
2024-12-31 $17k 256 65.98

More positions owned by Retirement Wealth Solutions

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Total Usd (IUSB)

View all positions for Retirement Wealth Solutions

Top funds holding Lakeland Financial Corporation

BlackRock
Neuberger Berman Group
Vanguard Group
State Street Corporation
Charles Schwab Investment Management
Silvercrest Asset Management Group
Victory Capital Management
Dimensional Fund Advisors
Copeland Capital Management
Geode Capital Management
Neumeier Poma Investment Counsel
Nfj Investment Group
Btim
Northern Trust
Hanna Zanoni

View all funds holding Lakeland Financial Corporation