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Disclosery

LAKE STREET PRIVATE WEALTH, LLC: IJS position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 85,450 IJS 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 85,450 shares
    Change vs previous 13F +360 shares

    1.34% of the 13F portfolio, value $11,679,213.

    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 85,090 shares
    Change vs previous 13F -15,883 shares

    1.28% of the 13F portfolio, value $10,077,678.

    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 100,973 shares
    Change vs previous 13F +9,402 shares

    1.4% of the 13F portfolio, value $11,482,903.

    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 91,571 shares
    Change vs previous 13F +2,212 shares

    1.31% of the 13F portfolio, value $10,126,766.

    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 89,359 shares
    Change vs previous 13F +737 shares

    1.27% of the 13F portfolio, value $8,890,345.

    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 88,622 shares
    Change vs previous 13F +2,786 shares

    1.41% of the 13F portfolio, value $8,638,777.

    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 85,836 shares
    Change vs previous 13F +25,558 shares

    1.49% of the 13F portfolio, value $9,322,645.

    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 60,278 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $6,489,443.

    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).