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LAKE STREET PRIVATE WEALTH, LLC: NZF position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 404,250 NZF 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 404,250 shares
    Change vs previous 13F +37,300 shares

    0.59% of the 13F portfolio, value $5,125,890.

    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 366,950 shares
    Change vs previous 13F +52,800 shares

    0.57% of the 13F portfolio, value $4,469,451.

    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 314,150 shares
    Change vs previous 13F +67,550 shares

    0.48% of the 13F portfolio, value $3,952,007.

    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 246,600 shares
    Change vs previous 13F +37,700 shares

    0.4% of the 13F portfolio, value $3,097,296.

    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 208,900 shares
    Change vs previous 13F +68,150 shares

    0.35% of the 13F portfolio, value $2,490,088.

    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 140,750 shares
    Change vs previous 13F +23,000 shares

    0.28% of the 13F portfolio, value $1,721,373.

    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 117,750 shares
    Change vs previous 13F -9,000 shares

    0.23% of the 13F portfolio, value $1,433,018.

    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 126,750 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,660,425.

    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).