Skip to content
Disclosery

LAKE STREET ADVISORS GROUP, LLC: MUB position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 310,573 MUB 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 310,573 shares
    Change vs previous 13F -5,892 shares

    1.52% of the 13F portfolio, value $33,091,581.

    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 316,465 shares
    Change vs previous 13F +13,318 shares

    1.59% of the 13F portfolio, value $34,377,561.

    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 303,147 shares
    Change vs previous 13F -9,971 shares

    1.55% of the 13F portfolio, value $32,300,267.

    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 313,118 shares
    Change vs previous 13F +124 shares

    1.57% of the 13F portfolio, value $33,691,503.

    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 312,994 shares
    Change vs previous 13F -16,360 shares

    1.7% of the 13F portfolio, value $33,931,730.

    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 329,354 shares
    Change vs previous 13F -11,287 shares

    2.01% of the 13F portfolio, value $33,772,000.

    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 340,641 shares
    Change vs previous 13F +2,889 shares

    2.01% of the 13F portfolio, value $36,357,000.

    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 337,752 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $36,389,000.

    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).