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LAKE STREET ADVISORS GROUP, LLC: BRK-B position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 34,834 BRK-B 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 34,834 shares
    Change vs previous 13F +7,639 shares

    0.73% of the 13F portfolio, value $15,789,437.

    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 27,195 shares
    Change vs previous 13F +251 shares

    0.58% of the 13F portfolio, value $12,516,651.

    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 26,944 shares
    Change vs previous 13F -139 shares

    0.53% of the 13F portfolio, value $10,960,713.

    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 27,083 shares
    Change vs previous 13F +565 shares

    0.53% of the 13F portfolio, value $11,388,939.

    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 26,518 shares
    Change vs previous 13F -599 shares

    0.47% of the 13F portfolio, value $9,457,817.

    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 27,117 shares
    Change vs previous 13F +152 shares

    0.56% of the 13F portfolio, value $9,499,000.

    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 26,965 shares
    Change vs previous 13F +2,049 shares

    0.51% of the 13F portfolio, value $9,195,000.

    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 24,916 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $7,693,000.

    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).