Current Market Value 329,691,497
Current Holdings 274
Most Recent File Date 2025-07-25
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Lion Street Advisors, LLC . 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)
2025-07-25 2025-06-30 13F-HR 274 329,691
2025-04-18 2025-03-31 13F-HR 266 314,809
2025-01-27 2024-12-31 13F-HR 260 313,702
2024-10-10 2024-09-30 13F-HR 261 287,122
2024-07-12 2024-06-30 13F-HR 261 270,165
2024-04-12 2024-03-31 13F-HR 251 244,840
2024-01-10 2023-12-31 13F-HR 250 244,188
2023-10-19 2023-09-30 13F-HR 244 306,438
2023-07-28 2023-06-30 13F-HR 237 297,325
2023-04-13 2023-03-31 13F-HR 235 322,979
2023-01-20 2022-12-31 13F-HR 149 190,965
2022-10-19 2022-09-30 13F-HR 124 200,418
2022-07-19 2022-06-30 13F-HR 150 191,100
2022-05-10 2022-03-31 13F-HR 141 195,272
2022-01-20 2021-12-31 13F-HR 154 204,499
2021-11-15 2021-09-30 13F-HR 148 185,350
2021-08-16 2021-06-30 13F-HR 62 2,755,714
2021-04-20 2021-03-31 13F-HR 14 4,202
2021-01-28 2020-12-31 13F-HR 41 41,013
2020-11-04 2020-09-30 13F-HR 53 49,258
2020-07-20 2020-06-30 13F-HR 23 14,304
2020-05-06 2020-03-31 13F-HR 445 18,349
2020-02-13 2019-12-31 13F-HR 30 20,835