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Disclosery

LAKE STREET PRIVATE WEALTH, LLC: WING position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 4,200 WING 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 4,200 shares
    Change vs previous 13F +1,760 shares

    0.08% of the 13F portfolio, value $728,322.

    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 2,440 shares
    Change vs previous 13F +445 shares

    0.05% of the 13F portfolio, value $378,127.

    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 1,995 shares
    Change vs previous 13F +895 shares

    0.06% of the 13F portfolio, value $475,788.

    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 1,100 shares
    Change vs previous 13F -5 shares

    0.04% of the 13F portfolio, value $276,848.

    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 1,105 shares
    Change vs previous 13F +195 shares

    0.05% of the 13F portfolio, value $372,098.

    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 910 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $205,278.

    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).