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LAKE STREET PRIVATE WEALTH, LLC: JMOM position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 7,750 JMOM 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 7,750 shares
    Change vs previous 13F -948 shares

    0.08% of the 13F portfolio, value $662,315.

    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 8,698 shares
    Change vs previous 13F +802 shares

    0.08% of the 13F portfolio, value $590,768.

    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 7,896 shares
    Change vs previous 13F +103 shares

    0.07% of the 13F portfolio, value $538,112.

    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 7,793 shares
    Change vs previous 13F -173 shares

    0.07% of the 13F portfolio, value $529,167.

    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 7,966 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $512,134.

    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).