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Disclosery

LAKE STREET PRIVATE WEALTH, LLC: PSQO position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 669,005 PSQO 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 669,005 shares
    Change vs previous 13F -55,764 shares

    1.58% of the 13F portfolio, value $13,828,370.

    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 724,769 shares
    Change vs previous 13F +112,748 shares

    1.89% of the 13F portfolio, value $14,872,236.

    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 612,021 shares
    Change vs previous 13F +117,045 shares

    1.54% of the 13F portfolio, value $12,622,199.

    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 494,976 shares
    Change vs previous 13F +64,917 shares

    1.31% of the 13F portfolio, value $10,196,506.

    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 430,059 shares
    Change vs previous 13F +152,946 shares

    1.25% of the 13F portfolio, value $8,811,909.

    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 277,113 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $5,619,852.

    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).