LAKE STREET ADVISORS GROUP, LLC: CHTR position timeline

LAKE STREET ADVISORS GROUP, LLC held 1,141 CHTR 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 1,141 shares

   Change vs previous 13F +79 shares

   0.02% of the 13F portfolio, value $391,101.

   13F-HR 0002043585-25-000001 filed by LAKE STREET ADVISORS GROUP, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-09-30

   13F 1,062 shares

   Change vs previous 13F +58 shares

   0.02% of the 13F portfolio, value $344,173.

   13F-HR 0001308527-24-000008 filed by LAKE STREET ADVISORS GROUP, LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 1,004 shares

   Change vs previous 13F -68 shares

   0.01% of the 13F portfolio, value $300,136.

   13F-HR 0001724269-24-000005 filed by LAKE STREET ADVISORS GROUP, LLC
   Filed 2024-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 1,072 shares

   Change vs previous 13F -55 shares

   0.01% of the 13F portfolio, value $311,531.

   13F-HR 0001724269-24-000002 filed by LAKE STREET ADVISORS GROUP, LLC
   Filed 2024-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F/A 1,127 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $438,042.

   13F-HR/A 0001724269-24-000003 filed by LAKE STREET ADVISORS GROUP, LLC
   Filed 2024-05-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).