LAKE STREET ADVISORS GROUP, LLC: CG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAKE STREET ADVISORS GROUP, LLC on CG, newest first. How the timeline and the estimate are built.
LAKE STREET ADVISORS GROUP, LLC held 6,112 CG shares at 2024-12-31 per its 13F-HR filed 2025-02-04.
the latest 13F is the newest step
- period ended2024-12-3113F 6,112 sharesChange vs previous 13F -1,147 shares
0.01% of the 13F portfolio, value $308,595.
13F-HR 0002043585-25-000001 filed by LAKE STREET ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,259 sharesChange vs previous 13F -290 shares
0.01% of the 13F portfolio, value $312,573.
13F-HR 0001308527-24-000008 filed by LAKE STREET ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 7,549 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $303,092.
13F-HR 0001724269-24-000005 filed by LAKE STREET ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 7,549 sharesChange vs previous 13F -151 shares
0.02% of the 13F portfolio, value $354,124.
13F-HR 0001724269-24-000002 filed by LAKE STREET ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F/A 7,700 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $313,313.
13F-HR/A 0001724269-24-000003 filed by LAKE STREET ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).