Lakeside Wealth Management Group, LLC

13F Filings History

Latest 13F report
Q1 2017 - Apr 26, 2017
Value $
$2.92M
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 $2.92M as of Q1 2017. Top holdings included PACW, VTI, MINT, PG, and EXC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2017 8 $2.92M $0 -$230K -$230K PACW, VTI, MINT, PG, EXC 13F-HR 4/26/2017, 12:46 PM
Q4 2016 9 $2.54M $0 $0 VTI, MINT, PG, EXC, UTX 13F-HR 1/30/2017, 02:40 PM
Q3 2016 9 $3.15M $0 $0 PACW, VTI, MINT, PG, EXC 13F-HR 1/13/2017, 02:24 PM