LAKE STREET ADVISORS GROUP, LLC: CI position timeline

LAKE STREET ADVISORS GROUP, LLC held 3,361 CI 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 3,361 shares

   Change vs previous 13F -241 shares

   0.04% of the 13F portfolio, value $928,187.

   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 3,602 shares

   Change vs previous 13F -34 shares

   0.06% of the 13F portfolio, value $1,247,977.

   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 3,636 shares

   Change vs previous 13F +7 shares

   0.06% of the 13F portfolio, value $1,202,048.

   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 3,629 shares

   Change vs previous 13F +367 shares

   0.06% of the 13F portfolio, value $1,317,918.

   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 3,262 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $976,840.

   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).