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LAKE STREET PRIVATE WEALTH, LLC: MPT position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 257,500 MPT 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 257,500 shares
    Change vs previous 13F +6,000 shares

    0.14% of the 13F portfolio, value $1,189,650.

    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 251,500 shares
    Change vs previous 13F -1,400 shares

    0.15% of the 13F portfolio, value $1,164,445.

    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 252,900 shares
    Change vs previous 13F -13,250 shares

    0.15% of the 13F portfolio, value $1,264,500.

    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 266,150 shares
    Change vs previous 13F -104,900 shares

    0.17% of the 13F portfolio, value $1,349,381.

    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 371,050 shares
    Change vs previous 13F +25,200 shares

    0.23% of the 13F portfolio, value $1,599,226.

    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 345,850 shares
    Change vs previous 13F -54,450 shares

    0.34% of the 13F portfolio, value $2,085,476.

    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 400,300 shares
    Change vs previous 13F -41,800 shares

    0.25% of the 13F portfolio, value $1,581,185.

    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 442,100 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,586,285.

    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).