Skip to content
Disclosery

LAKE STREET ADVISORS GROUP, LLC: ESGV position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 103,167 ESGV 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 103,167 shares
    Change vs previous 13F -28,178 shares

    0.5% of the 13F portfolio, value $10,821,170.

    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 131,345 shares
    Change vs previous 13F +4,677 shares

    0.62% of the 13F portfolio, value $13,351,198.

    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 126,668 shares
    Change vs previous 13F +5,259 shares

    0.59% of the 13F portfolio, value $12,238,687.

    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 121,409 shares
    Change vs previous 13F -2,408 shares

    0.53% of the 13F portfolio, value $11,314,078.

    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 123,817 shares
    Change vs previous 13F +2,027 shares

    0.53% of the 13F portfolio, value $10,531,849.

    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 121,790 shares
    Change vs previous 13F -3,906 shares

    0.54% of the 13F portfolio, value $9,161,000.

    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 125,696 shares
    Change vs previous 13F -1,820 shares

    0.54% of the 13F portfolio, value $9,848,000.

    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 127,516 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $9,144,000.

    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).