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LAKE STREET PRIVATE WEALTH, LLC: LQD position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 23,945 LQD 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 23,945 shares
    Change vs previous 13F -626 shares

    0.3% of the 13F portfolio, value $2,611,914.

    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 24,571 shares
    Change vs previous 13F +1,883 shares

    0.34% of the 13F portfolio, value $2,677,790.

    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 22,688 shares
    Change vs previous 13F +2,369 shares

    0.31% of the 13F portfolio, value $2,500,071.

    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 20,319 shares
    Change vs previous 13F +1,532 shares

    0.29% of the 13F portfolio, value $2,264,976.

    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 18,787 shares
    Change vs previous 13F +1,111 shares

    0.29% of the 13F portfolio, value $2,059,234.

    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 17,676 shares
    Change vs previous 13F +232 shares

    0.31% of the 13F portfolio, value $1,921,236.

    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 17,444 shares
    Change vs previous 13F -489 shares

    0.3% of the 13F portfolio, value $1,863,703.

    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 17,933 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,026,045.

    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).