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LAKE STREET PRIVATE WEALTH, LLC: TDTT position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 200,569 TDTT 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 200,569 shares
    Change vs previous 13F -8,053 shares

    0.55% of the 13F portfolio, value $4,795,655.

    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 208,622 shares
    Change vs previous 13F +19,881 shares

    0.64% of the 13F portfolio, value $5,056,997.

    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 188,741 shares
    Change vs previous 13F +16,625 shares

    0.56% of the 13F portfolio, value $4,541,110.

    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 172,116 shares
    Change vs previous 13F +7,912 shares

    0.54% of the 13F portfolio, value $4,187,574.

    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 164,204 shares
    Change vs previous 13F +9,335 shares

    0.57% of the 13F portfolio, value $3,980,272.

    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 154,869 shares
    Change vs previous 13F +8,254 shares

    0.61% of the 13F portfolio, value $3,775,674.

    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 146,615 shares
    Change vs previous 13F +6,702 shares

    0.55% of the 13F portfolio, value $3,458,634.

    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 139,913 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $3,364,922.

    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).