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Disclosery

LAKE STREET PRIVATE WEALTH, LLC: CSQ position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 84,348 CSQ 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 84,348 shares
    Change vs previous 13F +10,100 shares

    0.2% of the 13F portfolio, value $1,734,195.

    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 74,248 shares
    Change vs previous 13F +8,300 shares

    0.16% of the 13F portfolio, value $1,271,126.

    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 65,948 shares
    Change vs previous 13F +500 shares

    0.15% of the 13F portfolio, value $1,266,202.

    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 65,448 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,262,492.

    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 65,448 shares
    Change vs previous 13F +1,350 shares

    0.17% of the 13F portfolio, value $1,193,772.

    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 64,098 shares
    Change vs previous 13F +398 shares

    0.17% of the 13F portfolio, value $1,037,106.

    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 63,700 shares
    Change vs previous 13F -16,250 shares

    0.18% of the 13F portfolio, value $1,128,127.

    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 79,950 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,387,133.

    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).