Number of Shares
153,650
Previous 127,900 20.13%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025

BUY
N/A
25,750 Added 20.13%
153,650 $0
Q4 2024

Jan 15, 2025

BUY
N/A
29,200 Added 29.58%
127,900 $0
Q3 2024

Oct 22, 2024

BUY
N/A
31,892 Added 47.74%
98,700 $0
Q2 2024

Jul 12, 2024

BUY
N/A
66,808 New
66,808 $0
Track This Portfolio

Track Lake Street Financial LLC Portfolio

Follow Lake Street Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Street Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lake Street Financial LLC with notifications on news.