Advertisement
Screener

Lakeside Advisors, INC. Historic Quarter Change: USA Rights, Sold Out

Lakeside Advisors, INC. historic quarter change: USA Rights, Sold out

In rights (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Lakeside Advisors, INC. opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1913467), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-29); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Piedmont Capital Management, LLC/NCUnited States$0.150B119
Genesis Wealth Advisors, LLCUnited States$0.150B64
CPR Investments Inc.United States$0.150B51
THOMPSON DAVIS & CO., INC.United States$0.150B141
VERITY Wealth AdvisorsUnited States$0.150B81
Phil A. Younker & Associates, Ltd.United States$0.150B36
THRYVE WEALTH MANAGEMENT LLCUnited States$0.150B43
Accelerate Investment Advisors LLCUnited States$0.150B133
FLOYD FINANCIAL GROUP LLCUnited States$0.150B68
Magnolia Private Wealth, LLCUnited States$0.150B134