Skip to content
Disclosery

LAKE STREET PRIVATE WEALTH, LLC: VST position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 30,256 VST 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 30,256 shares
    Change vs previous 13F -179 shares

    0.55% of the 13F portfolio, value $4,799,509.

    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 30,435 shares
    Change vs previous 13F +16,257 shares

    0.58% of the 13F portfolio, value $4,575,294.

    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 14,178 shares
    Change vs previous 13F -8,206 shares

    0.28% of the 13F portfolio, value $2,287,337.

    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 22,384 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,385,473.

    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).