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LAKE STREET PRIVATE WEALTH, LLC: RQI position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 604,250 RQI 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 604,250 shares
    Change vs previous 13F +20,788 shares

    0.85% of the 13F portfolio, value $7,438,318.

    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 583,462 shares
    Change vs previous 13F +21,712 shares

    0.9% of the 13F portfolio, value $7,030,717.

    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 561,750 shares
    Change vs previous 13F +88,350 shares

    0.78% of the 13F portfolio, value $6,415,185.

    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 473,400 shares
    Change vs previous 13F +46,375 shares

    0.76% of the 13F portfolio, value $5,903,298.

    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 427,025 shares
    Change vs previous 13F +22,775 shares

    0.76% of the 13F portfolio, value $5,316,461.

    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 404,250 shares
    Change vs previous 13F +11,950 shares

    0.83% of the 13F portfolio, value $5,077,380.

    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 392,300 shares
    Change vs previous 13F -25,800 shares

    0.77% of the 13F portfolio, value $4,801,752.

    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 418,100 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $5,924,477.

    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).