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LAKE STREET ADVISORS GROUP, LLC: AGG position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 81,178 AGG 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 81,178 shares
    Change vs previous 13F +5,718 shares

    0.36% of the 13F portfolio, value $7,866,137.

    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 75,460 shares
    Change vs previous 13F +138 shares

    0.35% of the 13F portfolio, value $7,641,855.

    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 75,322 shares
    Change vs previous 13F -8,460 shares

    0.35% of the 13F portfolio, value $7,311,511.

    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 83,782 shares
    Change vs previous 13F +65 shares

    0.38% of the 13F portfolio, value $8,205,565.

    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 83,717 shares
    Change vs previous 13F +38,360 shares

    0.42% of the 13F portfolio, value $8,308,957.

    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 45,357 shares
    Change vs previous 13F +914 shares

    0.25% of the 13F portfolio, value $4,265,000.

    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 44,443 shares
    Change vs previous 13F -1,480 shares

    0.24% of the 13F portfolio, value $4,353,000.

    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 45,923 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,576,000.

    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).