Skip to content
Disclosery

LAKE STREET ADVISORS GROUP, LLC: EFAX position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 626,295 EFAX 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 626,295 shares
    Change vs previous 13F +263 shares

    1.15% of the 13F portfolio, value $24,932,800.

    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 626,032 shares
    Change vs previous 13F 0 shares

    1.26% of the 13F portfolio, value $27,382,465.

    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 626,032 shares
    Change vs previous 13F -143,271 shares

    1.23% of the 13F portfolio, value $25,534,981.

    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 769,303 shares
    Change vs previous 13F 0 shares

    1.5% of the 13F portfolio, value $31,993,175.

    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 769,303 shares
    Change vs previous 13F -908 shares

    1.51% of the 13F portfolio, value $30,010,526.

    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 770,211 shares
    Change vs previous 13F 0 shares

    1.62% of the 13F portfolio, value $27,321,000.

    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 770,211 shares
    Change vs previous 13F -21 shares

    1.6% of the 13F portfolio, value $28,998,000.

    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 770,232 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $28,530,000.

    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).