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Disclosery

LAKE STREET PRIVATE WEALTH, LLC: FTSL position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 157,228 FTSL 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 157,228 shares
    Change vs previous 13F -2,707 shares

    0.8% of the 13F portfolio, value $7,035,875.

    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 159,935 shares
    Change vs previous 13F +4,511 shares

    0.91% of the 13F portfolio, value $7,164,868.

    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 155,424 shares
    Change vs previous 13F +4,536 shares

    0.87% of the 13F portfolio, value $7,130,853.

    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 150,888 shares
    Change vs previous 13F +3,014 shares

    0.89% of the 13F portfolio, value $6,916,717.

    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 147,874 shares
    Change vs previous 13F +5,378 shares

    0.97% of the 13F portfolio, value $6,785,910.

    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 142,496 shares
    Change vs previous 13F +6,241 shares

    1.06% of the 13F portfolio, value $6,504,965.

    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 136,255 shares
    Change vs previous 13F -6,845 shares

    1.01% of the 13F portfolio, value $6,300,437.

    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 143,100 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $6,566,862.

    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).