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LAKE STREET ADVISORS GROUP, LLC: IBN position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 7,799 IBN 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 7,799 shares
    Change vs previous 13F -613 shares

    0.01% of the 13F portfolio, value $232,886.

    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 8,412 shares
    Change vs previous 13F -3,101 shares

    0.01% of the 13F portfolio, value $251,106.

    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 11,513 shares
    Change vs previous 13F -1,293 shares

    0.02% of the 13F portfolio, value $331,697.

    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 12,806 shares
    Change vs previous 13F +483 shares

    0.02% of the 13F portfolio, value $338,205.

    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 12,323 shares
    Change vs previous 13F -2,883 shares

    0.01% of the 13F portfolio, value $293,780.

    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 15,206 shares
    Change vs previous 13F +769 shares

    0.02% of the 13F portfolio, value $352,000.

    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 14,437 shares
    Change vs previous 13F +1,541 shares

    0.02% of the 13F portfolio, value $333,000.

    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 12,896 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $278,000.

    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).