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LAKE STREET ADVISORS GROUP, LLC: IJR position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 146,006 IJR 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 146,006 shares
    Change vs previous 13F -2,968 shares

    0.78% of the 13F portfolio, value $16,822,860.

    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 148,974 shares
    Change vs previous 13F -21,635 shares

    0.8% of the 13F portfolio, value $17,424,004.

    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 170,609 shares
    Change vs previous 13F -135,633 shares

    0.87% of the 13F portfolio, value $18,197,158.

    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 306,242 shares
    Change vs previous 13F -43,674 shares

    1.58% of the 13F portfolio, value $33,845,864.

    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 349,916 shares
    Change vs previous 13F -80,090 shares

    1.9% of the 13F portfolio, value $37,878,383.

    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 430,006 shares
    Change vs previous 13F -16,093 shares

    2.41% of the 13F portfolio, value $40,563,000.

    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 446,099 shares
    Change vs previous 13F +55,404 shares

    2.45% of the 13F portfolio, value $44,454,000.

    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 390,695 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $37,780,000.

    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).