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LAKE STREET ADVISORS GROUP, LLC: BBEU position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 40,207 BBEU 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 40,207 shares
    Change vs previous 13F -9,322 shares

    0.1% of the 13F portfolio, value $2,228,272.

    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 49,529 shares
    Change vs previous 13F -4,110 shares

    0.14% of the 13F portfolio, value $3,087,638.

    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 53,639 shares
    Change vs previous 13F -87 shares

    0.15% of the 13F portfolio, value $3,158,264.

    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 53,726 shares
    Change vs previous 13F +1,813 shares

    0.15% of the 13F portfolio, value $3,191,324.

    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 51,913 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $2,937,757.

    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 51,913 shares
    Change vs previous 13F -8,963 shares

    0.16% of the 13F portfolio, value $2,639,000.

    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 60,876 shares
    Change vs previous 13F -4,701 shares

    0.18% of the 13F portfolio, value $3,295,000.

    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 65,577 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,501,000.

    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).