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Disclosery

Lakeside Advisors, INC.: WAFD position timeline

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

Lakeside Advisors, INC. held 6,818 WAFD 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 6,818 shares
    Change vs previous 13F -691 shares

    0.16% of the 13F portfolio, value $261,600.

    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 7,509 shares
    Change vs previous 13F -241 shares

    0.16% of the 13F portfolio, value $235,783.

    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 7,750 shares
    Change vs previous 13F -790 shares

    0.16% of the 13F portfolio, value $248,220.

    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 8,540 shares
    Change vs previous 13F -241 shares

    0.16% of the 13F portfolio, value $258,681.

    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 8,781 shares
    Change vs previous 13F +11 shares

    0.17% of the 13F portfolio, value $257,095.

    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 8,770 shares
    Change vs previous 13F +10 shares

    0.17% of the 13F portfolio, value $250,648.

    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 8,760 shares
    Change vs previous 13F +8 shares

    0.19% of the 13F portfolio, value $282,414.

    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 8,752 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $305,005.

    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).