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Disclosery

LAKE STREET PRIVATE WEALTH, LLC: PCMM position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 12,285 PCMM 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 12,285 shares
    Change vs previous 13F -1,692 shares

    0.07% of the 13F portfolio, value $612,755.

    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 13,977 shares
    Change vs previous 13F -1,004 shares

    0.09% of the 13F portfolio, value $687,225.

    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 14,981 shares
    Change vs previous 13F +207 shares

    0.09% of the 13F portfolio, value $750,868.

    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 14,774 shares
    Change vs previous 13F +11 shares

    0.1% of the 13F portfolio, value $747,117.

    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 14,763 shares
    Change vs previous 13F +602 shares

    0.11% of the 13F portfolio, value $743,794.

    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 14,161 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $720,519.

    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).