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LAKE STREET PRIVATE WEALTH, LLC: HGER position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 36,037 HGER 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 36,037 shares
    Change vs previous 13F +3,583 shares

    0.12% of the 13F portfolio, value $1,057,348.

    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 32,454 shares
    Change vs previous 13F +1,496 shares

    0.13% of the 13F portfolio, value $1,006,391.

    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 30,958 shares
    Change vs previous 13F +9,814 shares

    0.09% of the 13F portfolio, value $768,372.

    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 21,144 shares
    Change vs previous 13F +615 shares

    0.07% of the 13F portfolio, value $545,515.

    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 20,529 shares
    Change vs previous 13F +4,726 shares

    0.07% of the 13F portfolio, value $498,649.

    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 15,803 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $380,062.

    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).