13F Filings History of Lakeside Wealth Management Group, LLC

Latest 13F report
Q1 2017 - 26 Apr 2017
Value $
$2,924,000
Signature - Title
Jocelyn Hibshman - CCO
Location
Chesterton, IN
Summary
This page shows a list of all the recent 13F filings made by Lakeside Wealth Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lakeside Wealth Management Group, LLC reported 8 stock holdings with total value $2,924,000 as of Q1 2017. Top holdings included PACW, VTI, MINT, PG, and EXC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2017 8 $2,924,000 $0 -$230,000 -$230,000 PACW, VTI, MINT, PG, EXC 13F-HR 26 Apr 2017, 12:46
Q4 2016 9 $2,538,000 $0 $0 $0 VTI, MINT, PG, EXC, UTX 13F-HR 30 Jan 2017, 14:40
Q3 2016 9 $3,154,000 $0 $0 $0 PACW, VTI, MINT, PG, EXC 13F-HR 13 Jan 2017, 14:24