Lakeview Capital Partners - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for Lakeview Capital Partners going back to Feb. 12, 2015

• Bison Wealth 2024 Q3 - filed Nov. 5, 2024 - new!
• Bison Wealth 2024 Q2 - filed July 31, 2024
• Bison Wealth 2024 Q1 - filed May 10, 2024
• Bison Wealth 2023 Q4 - filed Jan. 30, 2024
• Bison Wealth 2023 Q3 - filed Nov. 13, 2023
• Bison Wealth 2023 Q2 - filed Aug. 14, 2023
• Bison Wealth 2023 Q1 - filed May 15, 2023
• Bison Wealth 2022 Q4 - filed Feb. 10, 2023
• Bison Wealth 2022 Q3 - filed Nov. 14, 2022
• Bison Wealth 2022 Q2 - filed July 22, 2022
• Bison Wealth 2022 Q1 - filed May 12, 2022
• Lakeview Capital Partners 2021 Q4 - filed Feb. 2, 2022
• Lakeview Capital Partners 2021 Q3 - filed Nov. 3, 2021
• Lakeview Capital Partners 2021 Q2 - filed Aug. 2, 2021
• Lakeview Capital Partners 2021 Q1 - filed May 5, 2021
• Lakeview Capital Partners 2020 Q4 - filed Feb. 11, 2021
• Lakeview Capital Partners 2020 Q3 - filed Oct. 16, 2020
• Lakeview Capital Partners 2020 Q2 - filed Aug. 3, 2020
• Lakeview Capital Partners 2020 Q1 - filed May 4, 2020
• Lakeview Capital Partners 2019 Q4 restated - filed May 4, 2020
• Lakeview Capital Partners 2019 Q4 - filed Feb. 5, 2020
• Lakeview Capital Partners 2019 Q3 - filed Nov. 4, 2019
• Lakeview Capital Partners 2019 Q2 - filed Aug. 5, 2019
• Lakeview Capital Partners 2019 Q1 - filed May 9, 2019
• Lakeview Capital Partners 2018 Q4 - filed Feb. 8, 2019
• Lakeview Capital Partners 2018 Q3 - filed Nov. 9, 2018
• Lakeview Capital Partners 2018 Q2 - filed Aug. 9, 2018
• Lakeview Capital Partners 2018 Q1 - filed May 8, 2018
• Lakeview Capital Partners 2017 Q4 - filed Jan. 29, 2018
• Lakeview Capital Partners 2017 Q3 - filed Oct. 27, 2017
• Lakeview Capital Partners 2017 Q2 - filed Aug. 1, 2017
• Lakeview Capital Partners 2017 Q1 - filed May 11, 2017
• Lakeview Capital Partners 2016 Q4 - filed Feb. 6, 2017
• Lakeview Capital Partners 2016 Q3 - filed Nov. 14, 2016
• Lakeview Capital Partners 2016 Q2 - filed Aug. 11, 2016
• Lakeview Capital Partners 2016 Q1 - filed May 3, 2016
• Lakeview Capital Partners 2015 Q4 - filed Feb. 16, 2016
• Lakeview Capital Partners 2015 Q3 - filed Nov. 5, 2015
• Lakeview Capital Partners 2015 Q2 - filed Aug. 13, 2015
• Lakeview Capital Partners 2015 Q1 - filed May 14, 2015
• Lakeview Capital Partners 2014 Q4 - filed Feb. 12, 2015