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LAKE STREET ADVISORS GROUP, LLC: BND position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 752,360 BND 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 752,360 shares
    Change vs previous 13F +79,954 shares

    2.49% of the 13F portfolio, value $54,102,222.

    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 672,406 shares
    Change vs previous 13F +9,842 shares

    2.33% of the 13F portfolio, value $50,504,394.

    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 662,564 shares
    Change vs previous 13F +26,390 shares

    2.3% of the 13F portfolio, value $47,737,704.

    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 636,174 shares
    Change vs previous 13F +35,803 shares

    2.16% of the 13F portfolio, value $46,205,300.

    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 600,371 shares
    Change vs previous 13F +18,690 shares

    2.22% of the 13F portfolio, value $44,157,321.

    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 581,681 shares
    Change vs previous 13F +20,243 shares

    2.41% of the 13F portfolio, value $40,590,000.

    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 561,438 shares
    Change vs previous 13F +40,761 shares

    2.25% of the 13F portfolio, value $40,811,000.

    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 520,677 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $38,442,000.

    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).