Current Market Value 702,723,507
Current Holdings 256
Most Recent File Date 2025-08-11
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Lake Street Financial Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-11 2025-06-30 13F-HR 256 702,724
2025-04-10 2025-03-31 13F-HR 246 613,986
2025-01-15 2024-12-31 13F-HR 246 625,922
2024-10-22 2024-09-30 13F-HR 259 623,925
2024-07-12 2024-06-30 13F-HR 321 772,398
2024-04-19 2024-03-31 13F-HR 315 724,401
2024-01-10 2023-12-31 13F-HR 303 635,071
2023-10-20 2023-09-30 13F-HR 284 556,026
2023-07-18 2023-06-30 13F-HR 289 569,217
2023-04-17 2023-03-31 13F-HR 287 536,063
2023-01-25 2022-12-31 13F-HR 281 483,642
2022-10-21 2022-09-30 13F-HR 280 435,377
2022-07-12 2022-06-30 13F-HR 298 474,708
2022-05-09 2022-03-31 13F-HR/A 1 R 323 556,834
2022-04-29 2022-03-31 13F-HR 106 155,591
2022-01-24 2021-12-31 13F-HR 326 569,956
2021-10-07 2021-09-30 13F-HR 233 411,820
2021-07-14 2021-06-30 13F-HR 211 392,915
2021-04-16 2021-03-31 13F-HR 202 361,859
2021-01-19 2020-12-31 13F-HR 194 346,291
2020-10-09 2020-09-30 13F-HR 160 297,700
2020-07-14 2020-06-30 13F-HR 151 269,881
2020-04-07 2020-03-31 13F-HR 141 219,593
2020-01-13 2019-12-31 13F-HR 164 261,082
2019-10-18 2019-09-30 13F-HR 151 219,758
2019-07-29 2019-06-30 13F-HR 119 169,749
2019-04-11 2019-03-31 13F-HR 98 145,468