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LAKE STREET ADVISORS GROUP, LLC: ESGD position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 218,606 ESGD 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 218,606 shares
    Change vs previous 13F -2,981 shares

    0.77% of the 13F portfolio, value $16,644,688.

    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 221,587 shares
    Change vs previous 13F -25,989 shares

    0.86% of the 13F portfolio, value $18,650,950.

    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 247,576 shares
    Change vs previous 13F +87 shares

    0.94% of the 13F portfolio, value $19,504,011.

    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 247,489 shares
    Change vs previous 13F -19,716 shares

    0.92% of the 13F portfolio, value $19,776,862.

    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 267,205 shares
    Change vs previous 13F +7,355 shares

    1.01% of the 13F portfolio, value $20,184,681.

    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 259,850 shares
    Change vs previous 13F -1,470 shares

    1.07% of the 13F portfolio, value $17,963,000.

    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 261,320 shares
    Change vs previous 13F +37,830 shares

    1.05% of the 13F portfolio, value $19,058,000.

    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 223,490 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $16,056,000.

    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).