LAKE STREET FINANCIAL LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Chicago, IL
CIK
0001772031
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 303 635,071 AAPL, VTV, MSFT, NVDA 13F-HR 1/10/2024 000177203124000001
Q3 2023 284 556,026 AAPL, VTV, MSFT, NVDA 13F-HR 10/20/2023 000177203123000005
Q2 2023 289 569,216 AAPL, VTV, MSFT, NVDA 13F-HR 7/18/2023 000177203123000004
Q1 2023 287 536,062 AAPL, VTV, MSFT, QQQ 13F-HR 4/17/2023 000177203123000003
Q4 2022 282 483,641 AAPL, VTV, MSFT, DLN 13F-HR 1/25/2023 000177203123000002
Q3 2022 281 435,377 AAPL, VTV, MSFT, DLN 13F-HR 10/21/2022 000177203122000005
Q2 2022 298 474,708 AAPL, VTV, MSFT, DLN 13F-HR 7/12/2022 000177203122000004
Q1 2022 324 556,834 AAPL, VTV, MSFT, AMZN RESTATEMENT 5/9/2022 000177203122000003
Q4 2021 326 569,956 AAPL, MSFT, AMZN, VTV 13F-HR 1/24/2022 000177203122000001
Q3 2021 233 411,820 AAPL, AMZN, VTV, MSFT 13F-HR 10/7/2021 000177203121000004
Q2 2021 211 392,915 AAPL, AMZN, MSFT, VTV 13F-HR 7/14/2021 000177203121000003
Q1 2021 202 361,859 AAPL, AMZN, VUG, MSFT 13F-HR 4/16/2021 000177203121000002
Q4 2020 194 346,291 AAPL, AMZN, VUG, GLD 13F-HR 1/19/2021 000177203121000001
Q3 2020 160 297,700 AAPL, AMZN, GSY, GLD 13F-HR 10/9/2020 000177203120000005
Q2 2020 151 269,881 AAPL, AMZN, GSY, VUG 13F-HR 7/14/2020 000177203120000004
Q1 2020 141 219,593 AAPL, GSY, VUG, MSFT 13F-HR 4/7/2020 000177203120000003
Q4 2019 164 261,082 AAPL, VUG, JPM, GSY 13F-HR 1/13/2020 000177203120000002
Q3 2019 151 219,758 AAPL, GSY, VUG, JPM 13F-HR 10/18/2019 000177203119000003
Q2 2019 119 169,749 AAPL, VTV, VUG, JPM 13F-HR 7/29/2019 000177203119000002
Q1 2019 98 145,468 AAPL, VTV, VUG, JPM 13F-HR 4/11/2019 000177203119000001
Additional filings from Lake Street Financial LLC that have since been restated