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LAKE STREET ADVISORS GROUP, LLC: IBTG position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 19,261 IBTG 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 19,261 shares
    Change vs previous 13F -1,104 shares

    0.02% of the 13F portfolio, value $439,343.

    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 20,365 shares
    Change vs previous 13F -10,949 shares

    0.02% of the 13F portfolio, value $469,719.

    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 31,314 shares
    Change vs previous 13F -75 shares

    0.03% of the 13F portfolio, value $709,412.

    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 31,389 shares
    Change vs previous 13F -14,936 shares

    0.03% of the 13F portfolio, value $712,844.

    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 46,325 shares
    Change vs previous 13F +22,897 shares

    0.05% of the 13F portfolio, value $1,058,758.

    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 23,428 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $526,000.

    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).