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
- period ended2026-06-3013F 7,750 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,698 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,896 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,793 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,966 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).