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LAKE STREET ADVISORS GROUP, LLC: MSFT position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 87,068 MSFT 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 87,068 shares
    Change vs previous 13F +6,554 shares

    1.69% of the 13F portfolio, value $36,699,361.

    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 80,514 shares
    Change vs previous 13F -4,827 shares

    1.6% of the 13F portfolio, value $34,645,115.

    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 85,341 shares
    Change vs previous 13F +151 shares

    1.83% of the 13F portfolio, value $38,143,042.

    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 85,190 shares
    Change vs previous 13F +1,373 shares

    1.68% of the 13F portfolio, value $35,841,046.

    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 83,817 shares
    Change vs previous 13F +2,261 shares

    1.58% of the 13F portfolio, value $31,518,430.

    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 81,556 shares
    Change vs previous 13F -984 shares

    1.53% of the 13F portfolio, value $25,751,000.

    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 82,540 shares
    Change vs previous 13F +1,456 shares

    1.55% of the 13F portfolio, value $28,108,000.

    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 81,084 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $23,377,000.

    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).