Lakeside Advisors, INC.

13F Filings History

Latest 13F report
Q3 2024 - Oct 29, 2024
Value $
$159M
Signature - Title
Robert E. Frey Jr. - President
Location
Seattle, WA
Summary
This page shows a list of all the recent 13F filings made by Lakeside Advisors, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lakeside Advisors, INC. reported 64 stock holdings with total value $159M as of Q3 2024. Top holdings included MSFT, BRKB, COST, PG, and NUE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 64 $159M +$638K -$2.46M -$1.82M MSFT, BRKB, COST, PG, NUE 13F-HR 10/28/2024, 06:16 PM
Q2 2024 64 $154M +$8.55M -$9.73M -$1.18M MSFT, COST, BRKB, PG, NUE 13F-HR 7/29/2024, 08:28 PM
Q1 2024 63 $156M +$5.87M -$8.38M -$2.51M MSFT, BRKB, COST, NUE, PG 13F-HR 4/29/2024, 12:28 PM
Q4 2023 62 $144M +$303K -$2.47M -$2.16M MSFT, COST, BRKB, NUE, PG 13F-HR 1/30/2024, 04:36 PM
Q3 2023 62 $130M +$1.55M -$1.58M -$30.2K MSFT, BRKB, COST, NUE, PG 13F-HR 10/19/2023, 08:47 PM
Q2 2023 60 $136M +$867K -$4.54M -$3.67M MSFT, BRKB, COST, NUE, PG 13F-HR 8/2/2023, 05:42 PM
Q1 2023 60 $130M +$2.27M -$2.04M +$234K MSFT, BRKB, COST, NUE, PG 13F-HR 5/4/2023, 03:59 PM
Q4 2022 58 $122M +$520K -$1.32M -$800K MSFT, BRKB, COST, PG, NUE 13F-HR 2/8/2023, 08:21 PM
Q3 2022 56 $112M +$3.04M -$833K +$2.21M MSFT, COST, BRKB, PG, NUE 13F-HR 11/10/2022, 12:52 PM
Q2 2022 58 $118M +$6.55M -$2.48M +$4.07M MSFT, COST, BRKB, PG, USB 13F-HR 8/9/2022, 02:29 PM
Q1 2022 58 $132M +$2.44M -$1.54M +$892K MSFT, COST, BRKB, PG, NUE 13F-HR 5/3/2022, 05:38 PM
Q4 2021 55 $136M $0 $0 MSFT, COST, BRKB, PG, USB 13F-HR 3/8/2022, 01:50 PM