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LAKE STREET ADVISORS GROUP, LLC: ESGE position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 105,545 ESGE 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 105,545 shares
    Change vs previous 13F +1,522 shares

    0.16% of the 13F portfolio, value $3,526,493.

    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 104,023 shares
    Change vs previous 13F -8,181 shares

    0.17% of the 13F portfolio, value $3,787,466.

    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 112,204 shares
    Change vs previous 13F +931 shares

    0.18% of the 13F portfolio, value $3,762,196.

    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 111,273 shares
    Change vs previous 13F -6,597 shares

    0.17% of the 13F portfolio, value $3,586,325.

    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 117,870 shares
    Change vs previous 13F +12,347 shares

    0.19% of the 13F portfolio, value $3,778,908.

    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 105,523 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $3,195,000.

    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 105,523 shares
    Change vs previous 13F +23,400 shares

    0.18% of the 13F portfolio, value $3,338,000.

    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 82,123 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,585,000.

    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).