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LAKE STREET PRIVATE WEALTH, LLC: BITB position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 28,153 BITB 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 28,153 shares
    Change vs previous 13F -11,762 shares

    0.1% of the 13F portfolio, value $896,955.

    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 39,915 shares
    Change vs previous 13F +8,989 shares

    0.19% of the 13F portfolio, value $1,469,271.

    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 30,926 shares
    Change vs previous 13F +778 shares

    0.18% of the 13F portfolio, value $1,470,841.

    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 30,148 shares
    Change vs previous 13F -32 shares

    0.24% of the 13F portfolio, value $1,875,809.

    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 30,180 shares
    Change vs previous 13F +2,002 shares

    0.25% of the 13F portfolio, value $1,768,246.

    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 28,178 shares
    Change vs previous 13F +3,361 shares

    0.21% of the 13F portfolio, value $1,264,629.

    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 24,817 shares
    Change vs previous 13F +2,396 shares

    0.2% of the 13F portfolio, value $1,261,944.

    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 22,421 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $775,542.

    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).