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Lakeside Advisors, INC.: CGSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lakeside Advisors, INC. on CGSM, newest first. How the timeline and the estimate are built.

Lakeside Advisors, INC. held 45,000 CGSM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,000 shares
    Change vs previous 13F +12,000 shares

    0.75% of the 13F portfolio, value $1,187,345.

    13F-HR 0001398344-26-013229 filed by Lakeside Advisors, INC.
    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 33,000 shares
    Change vs previous 13F +21,500 shares

    0.58% of the 13F portfolio, value $867,240.

    13F-HR 0001398344-26-007982 filed by Lakeside Advisors, INC.
    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 11,500 shares
    Change vs previous 13F +2,000 shares

    0.19% of the 13F portfolio, value $302,910.

    13F-HR 0001398344-26-001342 filed by Lakeside Advisors, INC.
    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 9,500 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $250,420.

    13F-HR 0001398344-25-019840 filed by Lakeside Advisors, INC.
    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 9,500 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $247,760.

    13F-HR 0001398344-25-013651 filed by Lakeside Advisors, INC.
    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 9,500 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $247,095.

    13F-HR 0001398344-25-008109 filed by Lakeside Advisors, INC.
    Filed (acceptance time not in the bulk data set), ingested

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