Skip to content
Disclosery

LAKE STREET ADVISORS GROUP, LLC: ESGU position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 76,134 ESGU 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 76,134 shares
    Change vs previous 13F +22,838 shares

    0.45% of the 13F portfolio, value $9,807,619.

    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 53,296 shares
    Change vs previous 13F +101 shares

    0.31% of the 13F portfolio, value $6,724,836.

    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 53,195 shares
    Change vs previous 13F +249 shares

    0.31% of the 13F portfolio, value $6,347,197.

    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 52,946 shares
    Change vs previous 13F +18,268 shares

    0.28% of the 13F portfolio, value $6,086,643.

    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 34,678 shares
    Change vs previous 13F +258 shares

    0.18% of the 13F portfolio, value $3,638,389.

    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 34,420 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $3,232,000.

    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 34,420 shares
    Change vs previous 13F +1,884 shares

    0.19% of the 13F portfolio, value $3,355,000.

    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 32,536 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,943,000.

    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).