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LAKE STREET ADVISORS GROUP, LLC: BIP position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 1,182,388 BIP 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 1,182,388 shares
    Change vs previous 13F -42,875 shares

    1.73% of the 13F portfolio, value $37,588,105.

    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 1,225,263 shares
    Change vs previous 13F +20,610 shares

    1.98% of the 13F portfolio, value $42,933,205.

    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 1,204,653 shares
    Change vs previous 13F -29,968 shares

    1.59% of the 13F portfolio, value $33,055,673.

    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 1,234,621 shares
    Change vs previous 13F +14,559 shares

    1.8% of the 13F portfolio, value $38,532,523.

    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 1,220,062 shares
    Change vs previous 13F -138,077 shares

    1.93% of the 13F portfolio, value $38,419,744.

    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 1,358,139 shares
    Change vs previous 13F -79,819 shares

    2.37% of the 13F portfolio, value $39,929,000.

    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 1,437,958 shares
    Change vs previous 13F +25,088 shares

    2.9% of the 13F portfolio, value $52,486,000.

    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 1,412,870 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $47,713,000.

    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).