Current Market Value 155,154,027
Current Holdings 62
Most Recent File Date 2025-07-23
Total Filings on Record 15
SEC Form 13F Filing History

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. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-23 2025-06-30 13F-HR 62 155,154
2025-04-30 2025-03-31 13F-HR 63 150,982
2025-02-03 2024-12-31 13F-HR 63 151,134
2024-10-29 2024-09-30 13F-HR 64 159,092
2024-07-30 2024-06-30 13F-HR 64 153,982
2024-04-29 2024-03-31 13F-HR 63 156,278
2024-01-30 2023-12-31 13F-HR 62 144,002
2023-10-20 2023-09-30 13F-HR 62 130,218
2023-08-03 2023-06-30 13F-HR 60 135,710
2023-05-04 2023-03-31 13F-HR 60 129,506
2023-02-09 2022-12-31 13F-HR 58 121,980
2022-11-10 2022-09-30 13F-HR 56 111,750
2022-08-09 2022-06-30 13F-HR 58 117,642
2022-05-04 2022-03-31 13F-HR 58 132,492
2022-03-08 2021-12-31 13F-HR 55 135,613