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Lake Street Private Wealth, LLCGrowthConcentrated trader

CIK: 0001772031 | CHICAGO, IL

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR279$908.0M2026-10-22SEC ↗
Q2 2026
13F-HR275$874.3M2026-08-10SEC ↗
Q1 2026
13F-HR270$785.4M2026-04-13SEC ↗
Q4 2025
13F-HR278$817.5M2026-01-07SEC ↗
Q3 2025
13F-HR277$775.7M2025-11-10SEC ↗
Q2 2025
13F-HR256$702.7M2025-08-11SEC ↗
Q1 2025
13F-HR246$614.0M2025-04-10SEC ↗
Q4 2024
13F-HR247$625.9M2025-01-15SEC ↗
Q3 2024
13F-HR259$623.9M2024-10-22SEC ↗
Q2 2024
13F-HR321$772.4M2024-07-12SEC ↗
Q1 2024
13F-HR315$724.4M2024-04-19SEC ↗
Q4 2023
13F-HR303$635.1M2024-01-10SEC ↗
Q3 2023
13F-HR284$556.0M2023-10-20SEC ↗
Q2 2023
13F-HR290$569.2M2023-07-18SEC ↗
Q1 2023
13F-HR287$536.1M2023-04-17SEC ↗
Q4 2022
13F-HR282$483.6M2023-01-25SEC ↗
Q3 2022
13F-HR281$38.0M2022-10-21SEC ↗
Q2 2022
13F-HR298$28.9M2022-07-12SEC ↗
Q1 2022Amended
13F-HR/A106$5.1M2022-04-29SEC ↗
Q4 2021
13F-HR327$22.8M2022-01-24SEC ↗
Q3 2021
13F-HR233$14.9M2021-10-07SEC ↗
Q2 2021
13F-HR211$10.8M2021-07-14SEC ↗
Q1 2021
13F-HR202$13.6M2021-04-16SEC ↗
Q4 2020
13F-HR194$12.8M2021-01-19SEC ↗
Q3 2020
13F-HR160$11.5M2020-10-09SEC ↗
Q2 2020
13F-HR151$9.8M2020-07-14SEC ↗
Q1 2020
13F-HR141$6.9M2020-04-07SEC ↗
Q4 2019
13F-HR164$7.6M2020-01-13SEC ↗
Q3 2019
13F-HR151$6.3M2019-10-18SEC ↗
Q2 2019
13F-HR119$5.6M2019-07-29SEC ↗
Q1 2019
13F-HR98$5.1M2019-04-11SEC ↗