Skip to content
Disclosery

Lakeside Advisors, INC.: EXC position timeline

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

Lakeside Advisors, INC. held 12,708 EXC 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 12,708 shares
    Change vs previous 13F -900 shares

    0.37% of the 13F portfolio, value $592,447.

    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 13,608 shares
    Change vs previous 13F -250 shares

    0.45% of the 13F portfolio, value $667,064.

    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 13,858 shares
    Change vs previous 13F -150 shares

    0.39% of the 13F portfolio, value $604,070.

    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 14,008 shares
    Change vs previous 13F -1,150 shares

    0.4% of the 13F portfolio, value $630,500.

    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 15,158 shares
    Change vs previous 13F -200 shares

    0.42% of the 13F portfolio, value $658,160.

    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 15,358 shares
    Change vs previous 13F -900 shares

    0.47% of the 13F portfolio, value $707,697.

    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).

  7. period ended2024-12-31
    13F 16,258 shares
    Change vs previous 13F -100 shares

    0.4% of the 13F portfolio, value $611,951.

    13F-HR 0001398344-25-001658 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).

  8. period ended2024-09-30
    13F 16,358 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $663,317.

    13F-HR 0001398344-24-019564 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).