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LAKE STREET ADVISORS GROUP, LLC: IWM position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 35,480 IWM 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 35,480 shares
    Change vs previous 13F +4,922 shares

    0.36% of the 13F portfolio, value $7,839,599.

    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 30,558 shares
    Change vs previous 13F +7,102 shares

    0.31% of the 13F portfolio, value $6,750,054.

    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 23,456 shares
    Change vs previous 13F -1,338 shares

    0.23% of the 13F portfolio, value $4,758,901.

    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 24,794 shares
    Change vs previous 13F +791 shares

    0.24% of the 13F portfolio, value $5,214,231.

    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 24,003 shares
    Change vs previous 13F +2,065 shares

    0.24% of the 13F portfolio, value $4,817,585.

    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 21,938 shares
    Change vs previous 13F +2,542 shares

    0.23% of the 13F portfolio, value $3,877,000.

    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 19,396 shares
    Change vs previous 13F -265 shares

    0.2% of the 13F portfolio, value $3,632,000.

    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 19,661 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,508,000.

    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).