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CIK 0001913467 • 7 13F filings • Apr 30, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("lakeside-advisors-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001398344-25-019840 |
| $158.1M |
| View |
| Jul 31, 2026 | Q2 2026 | 13F-HR | 0001398344-26-013229 | $158.8M | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001398344-25-013651 | $155.2M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001398344-26-007982 | $149.8M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001398344-25-008109 | $151.0M | View |