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Manager record

Lake Street Private Wealth, Llc

Chicago, IL · CIK 1772031 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$908.04MReported 13F valueQ3 2026 · as filed
279Holdings listed
+3.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 22Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $702.7M$702.7MQ2 2025256 holdingsQ3 2025: $775.7M$775.7MQ3 2025277 holdingsQ4 2025: $817.5M$817.5MQ4 2025278 holdingsQ1 2026: $785.4M$785.4MQ1 2026270 holdingsQ2 2026: $874.3M$874.3MQ2 2026275 holdingsQ3 2026: $908.0M$908.0MQ3 2026279 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 22 2026 13F-HR · period Q3 2026

$908.04M · 279 holdings listed · View original SEC filing ↗
Aug 10 2026 13F-HR · period Q2 2026

$874.33M · 275 holdings listed · View original SEC filing ↗
Apr 13 2026 13F-HR · period Q1 2026

$785.43M · 270 holdings listed · View original SEC filing ↗
Jan 07 2026 13F-HR · period Q4 2025

$817.46M · 278 holdings listed · View original SEC filing ↗
Nov 10 2025 13F-HR · period Q3 2025

$775.73M · 277 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$702.72M · 256 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 22, 2026 · Change methodology