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Disclosery

LAKE STREET PRIVATE WEALTH, LLC: IJT position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 68,525 IJT 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 68,525 shares
    Change vs previous 13F +175 shares

    1.4% of the 13F portfolio, value $12,237,942.

    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 68,350 shares
    Change vs previous 13F -1,804 shares

    1.26% of the 13F portfolio, value $9,889,360.

    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 70,154 shares
    Change vs previous 13F +6,389 shares

    1.21% of the 13F portfolio, value $9,903,363.

    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 63,765 shares
    Change vs previous 13F +1,473 shares

    1.16% of the 13F portfolio, value $9,022,668.

    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 62,292 shares
    Change vs previous 13F -381 shares

    1.18% of the 13F portfolio, value $8,287,268.

    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 62,673 shares
    Change vs previous 13F +1,168 shares

    1.27% of the 13F portfolio, value $7,802,733.

    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 61,505 shares
    Change vs previous 13F +15,917 shares

    1.33% of the 13F portfolio, value $8,326,060.

    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 45,588 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $6,358,998.

    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).