LAKE STREET PRIVATE WEALTH, LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAKE STREET PRIVATE WEALTH, LLC on PG, newest first. How the timeline and the estimate are built.
LAKE STREET PRIVATE WEALTH, LLC held 2,411 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 2,411 sharesChange vs previous 13F -364 shares
0.04% of the 13F portfolio, value $353,694.
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 2,775 sharesChange vs previous 13F -2,265 shares
0.05% of the 13F portfolio, value $400,818.
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 5,040 sharesChange vs previous 13F -110 shares
0.09% of the 13F portfolio, value $722,229.
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 5,150 sharesChange vs previous 13F +63 shares
0.1% of the 13F portfolio, value $791,306.
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 5,087 sharesChange vs previous 13F +1,831 shares
0.12% of the 13F portfolio, value $810,542.
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 3,256 sharesChange vs previous 13F +259 shares
0.09% of the 13F portfolio, value $554,888.
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 2,997 sharesChange vs previous 13F -701 shares
0.08% of the 13F portfolio, value $502,481.
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 3,698 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $640,529.
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).