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LAKE STREET ADVISORS GROUP, LLC: BEP position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 1,348,049 BEP 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 1,348,049 shares
    Change vs previous 13F -58,123 shares

    1.42% of the 13F portfolio, value $30,722,046.

    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 1,406,172 shares
    Change vs previous 13F +346 shares

    1.83% of the 13F portfolio, value $39,625,919.

    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 1,405,826 shares
    Change vs previous 13F -5,115 shares

    1.67% of the 13F portfolio, value $34,822,319.

    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 1,410,941 shares
    Change vs previous 13F -3,237 shares

    1.53% of the 13F portfolio, value $32,776,149.

    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 1,414,178 shares
    Change vs previous 13F -94,780 shares

    1.87% of the 13F portfolio, value $37,164,600.

    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 1,508,958 shares
    Change vs previous 13F -54,694 shares

    1.95% of the 13F portfolio, value $32,805,000.

    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 1,563,652 shares
    Change vs previous 13F +29,747 shares

    2.55% of the 13F portfolio, value $46,112,000.

    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 1,533,905 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $48,333,000.

    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).