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LAKE STREET PRIVATE WEALTH, LLC: BBUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAKE STREET PRIVATE WEALTH, LLC on BBUS, newest first. How the timeline and the estimate are built.

LAKE STREET PRIVATE WEALTH, LLC held 50,929 BBUS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,929 shares
    Change vs previous 13F -2,921 shares

    0.78% of the 13F portfolio, value $6,861,253.

    13F-HR 0001772031-26-000003 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 53,850 shares
    Change vs previous 13F +2,058 shares

    0.8% of the 13F portfolio, value $6,310,098.

    13F-HR 0001772031-26-000002 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 51,792 shares
    Change vs previous 13F +5,093 shares

    0.78% of the 13F portfolio, value $6,386,458.

    13F-HR 0001772031-26-000001 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 46,699 shares
    Change vs previous 13F +2,486 shares

    0.73% of the 13F portfolio, value $5,634,673.

    13F-HR 0001772031-25-000006 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 44,213 shares
    Change vs previous 13F -3,446 shares

    0.7% of the 13F portfolio, value $4,948,375.

    13F-HR 0001772031-25-000003 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 47,659 shares
    Change vs previous 13F +759 shares

    0.78% of the 13F portfolio, value $4,808,341.

    13F-HR 0001772031-25-000002 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46,900 shares
    Change vs previous 13F +4,814 shares

    0.79% of the 13F portfolio, value $4,967,666.

    13F-HR 0001772031-25-000001 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 42,086 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $4,359,269.

    13F-HR 0001772031-24-000006 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).