Skip to content
Disclosery

LAKE STREET ADVISORS GROUP, LLC: HSBC position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 27,929 HSBC 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 27,929 shares
    Change vs previous 13F +739 shares

    0.06% of the 13F portfolio, value $1,381,355.

    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 27,190 shares
    Change vs previous 13F +145 shares

    0.06% of the 13F portfolio, value $1,228,704.

    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 27,045 shares
    Change vs previous 13F -1,322 shares

    0.06% of the 13F portfolio, value $1,176,446.

    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 28,367 shares
    Change vs previous 13F +350 shares

    0.05% of the 13F portfolio, value $1,160,450.

    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 28,017 shares
    Change vs previous 13F -162 shares

    0.06% of the 13F portfolio, value $1,135,809.

    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 28,179 shares
    Change vs previous 13F +393 shares

    0.07% of the 13F portfolio, value $1,112,000.

    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 27,786 shares
    Change vs previous 13F +2,173 shares

    0.06% of the 13F portfolio, value $1,101,000.

    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 25,613 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $874,000.

    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).