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LAKE STREET ADVISORS GROUP, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAKE STREET ADVISORS GROUP, LLC on AAPL, newest first. How the timeline and the estimate are built.

LAKE STREET ADVISORS GROUP, LLC held 200,796 AAPL shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 200,796 shares
    Change vs previous 13F -6,122 shares

    2.32% of the 13F portfolio, value $50,283,344.

    13F-HR 0002043585-25-000001 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 206,918 shares
    Change vs previous 13F -6,575 shares

    2.23% of the 13F portfolio, value $48,211,965.

    13F-HR 0001308527-24-000008 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 213,493 shares
    Change vs previous 13F +4,150 shares

    2.16% of the 13F portfolio, value $44,965,929.

    13F-HR 0001724269-24-000005 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 209,343 shares
    Change vs previous 13F +1,566 shares

    1.68% of the 13F portfolio, value $35,898,193.

    13F-HR 0001724269-24-000002 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F/A 207,777 shares
    Change vs previous 13F +600 shares

    2.01% of the 13F portfolio, value $40,003,379.

    13F-HR/A 0001724269-24-000003 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 207,177 shares
    Change vs previous 13F -2,921 shares

    2.11% of the 13F portfolio, value $35,471,000.

    13F-HR 0001724269-23-000004 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 210,098 shares
    Change vs previous 13F +1,536 shares

    2.25% of the 13F portfolio, value $40,753,000.

    13F-HR 0001724269-23-000003 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 208,562 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $34,392,000.

    13F-HR 0001724269-23-000002 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).