LAKE STREET PRIVATE WEALTH, LLC
Position in ALLW — SSGA Active Trust State Street Bridgewater All Weather ETF
CIK 1772031
CHICAGO, IL
Position in ALLW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,900,910
+$314,160 QoQ
Shares Held
64,944
+18.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#31
of 86 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALLW Over Time
Shares Held
Position Value (USD)
All Filings in ALLW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,900,910 | 64,944 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,586,750 | 55,000 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||