Position in GBCI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$861,386
+$93,062 QoQ
Shares Held
16,700
-2.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#198
of 430 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GBCI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LAKE STREET PRIVATE WEALTH, LLC holds $1,330,817 across 3 Banks - Regional names. GBCI ranks #1 (64.7% of the industry book) .
All Filings in GBCI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $861,386 | 16,700 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $768,324 | 17,200 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $779,685 | 17,700 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $876,060 | 18,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $786,210 | 18,250 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $818,070 | 18,500 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $966,735 | 19,250 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $891,150 | 19,500 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $779,988 | 20,900 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $876,090 | 21,750 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $940,030 | 22,750 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $698,250 | 24,500 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $763,665 | 24,500 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,029,245 | 24,500 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,260,210 | 25,500 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,277,380 | 26,000 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,232,920 | 26,000 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,382,700 | 27,500 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,262,935 | 22,274 | Shares | Sole | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||