LAKE STREET PRIVATE WEALTH, LLC: MUST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAKE STREET PRIVATE WEALTH, LLC on MUST, newest first. How the timeline and the estimate are built.
LAKE STREET PRIVATE WEALTH, LLC held 67,556 MUST shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 67,556 sharesChange vs previous 13F +68 shares
0.16% of the 13F portfolio, value $1,405,184.
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 67,488 sharesChange vs previous 13F +39 shares
0.18% of the 13F portfolio, value $1,384,172.
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 67,449 sharesChange vs previous 13F +85 shares
0.17% of the 13F portfolio, value $1,390,119.
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 67,364 sharesChange vs previous 13F +65 shares
0.18% of the 13F portfolio, value $1,382,979.
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 67,299 sharesChange vs previous 13F +64 shares
0.19% of the 13F portfolio, value $1,354,076.
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).
- period ended2025-03-3113F 67,235 sharesChange vs previous 13F -355 shares
0.22% of the 13F portfolio, value $1,353,787.
13F-HR 0001772031-25-000002 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 ended2024-12-3113F 67,590 sharesChange vs previous 13F -900 shares
0.22% of the 13F portfolio, value $1,372,761.
13F-HR 0001772031-25-000001 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 ended2024-09-3013F 68,490 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $1,423,221.
13F-HR 0001772031-24-000006 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).