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Disclosery

Lakehouse Capital Pty Ltd: NOW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lakehouse Capital Pty Ltd on NOW, newest first. How the timeline and the estimate are built.

Lakehouse Capital Pty Ltd held 124,338 NOW shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 124,338 shares
    Change vs previous 13F 0 shares

    14.61% of the 13F portfolio, value $16,663,000.

    13F-HR 0001844830-26-000004 filed by Lakehouse Capital Pty Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 124,338 shares
    Change vs previous 13F 0 shares

    13.65% of the 13F portfolio, value $12,344,000.

    13F-HR 0001844830-26-000003 filed by Lakehouse Capital Pty Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 124,338 shares
    Change vs previous 13F +69,478 shares

    12.8% of the 13F portfolio, value $18,980,000.

    13F-HR 0001844830-26-000002 filed by Lakehouse Capital Pty Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 54,860 shares
    Change vs previous 13F +43,888 shares

    6.06% of the 13F portfolio, value $8,404,000.

    13F-HR 0001844830-26-000001 filed by Lakehouse Capital Pty Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F/A 10,972 shares
    Change vs previous 13F 0 shares

    6.17% of the 13F portfolio, value $10,097,000.

    13F-HR/A 0001844830-25-000006 filed by Lakehouse Capital Pty Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 10,972 shares
    Change vs previous 13F 0 shares

    6.88% of the 13F portfolio, value $11,280,000.

    13F-HR 0001844830-25-000003 filed by Lakehouse Capital Pty Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 10,972 shares
    Change vs previous 13F 0 shares

    5.81% of the 13F portfolio, value $8,735,000.

    13F-HR 0001844830-25-000002 filed by Lakehouse Capital Pty Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 10,972 shares
    Change vs previous 13F not available

    7.84% of the 13F portfolio, value $11,631,000.

    13F-HR 0001844830-25-000001 filed by Lakehouse Capital Pty Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).