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Disclosery

LAKE STREET ADVISORS GROUP, LLC: HEI-A position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 1,367 HEI-A 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 1,367 shares
    Change vs previous 13F -65 shares

    0.01% of the 13F portfolio, value $254,371.

    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 1,432 shares
    Change vs previous 13F -45 shares

    0.01% of the 13F portfolio, value $291,784.

    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 1,477 shares
    Change vs previous 13F -2 shares

    0.01% of the 13F portfolio, value $262,197.

    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 1,479 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $227,677.

    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).