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LAKE STREET ADVISORS GROUP, LLC: BIL position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 151,088 BIL 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 151,088 shares
    Change vs previous 13F -269,823 shares

    0.64% of the 13F portfolio, value $13,813,944.

    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 420,911 shares
    Change vs previous 13F -36,334 shares

    1.78% of the 13F portfolio, value $38,643,828.

    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 457,245 shares
    Change vs previous 13F -87,408 shares

    2.02% of the 13F portfolio, value $41,965,906.

    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 544,653 shares
    Change vs previous 13F +296,354 shares

    2.34% of the 13F portfolio, value $49,999,121.

    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 248,299 shares
    Change vs previous 13F -26,412 shares

    1.14% of the 13F portfolio, value $22,692,051.

    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 274,711 shares
    Change vs previous 13F -22,239 shares

    1.5% of the 13F portfolio, value $25,224,000.

    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 296,950 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $27,266,000.

    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).