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LAKE STREET ADVISORS GROUP, LLC: IEFA position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 495,218 IEFA 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 495,218 shares
    Change vs previous 13F -13,499 shares

    1.6% of the 13F portfolio, value $34,803,934.

    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 508,717 shares
    Change vs previous 13F -2,439 shares

    1.83% of the 13F portfolio, value $39,705,349.

    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 511,156 shares
    Change vs previous 13F -30,280 shares

    1.79% of the 13F portfolio, value $37,130,360.

    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 541,436 shares
    Change vs previous 13F -4,074 shares

    1.88% of the 13F portfolio, value $40,185,357.

    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 545,510 shares
    Change vs previous 13F -49,502 shares

    1.93% of the 13F portfolio, value $38,376,663.

    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 595,012 shares
    Change vs previous 13F -7,393 shares

    2.27% of the 13F portfolio, value $38,289,000.

    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 602,405 shares
    Change vs previous 13F -8,614 shares

    2.25% of the 13F portfolio, value $40,662,000.

    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 611,019 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $40,847,000.

    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).