LAKE STREET ADVISORS GROUP, LLC: PEG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAKE STREET ADVISORS GROUP, LLC on PEG, newest first. How the timeline and the estimate are built.
LAKE STREET ADVISORS GROUP, LLC held 4,318 PEG shares at 2024-12-31 per its 13F-HR filed 2025-02-04.
the latest 13F is the newest step
- period ended2024-12-3113F 4,318 sharesChange vs previous 13F +1 shares
0.02% of the 13F portfolio, value $364,798.
13F-HR 0002043585-25-000001 filed by LAKE STREET ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,317 sharesChange vs previous 13F +82 shares
0.02% of the 13F portfolio, value $385,123.
13F-HR 0001308527-24-000008 filed by LAKE STREET ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 4,235 sharesChange vs previous 13F -143 shares
0.02% of the 13F portfolio, value $312,109.
13F-HR 0001724269-24-000005 filed by LAKE STREET ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 4,378 sharesChange vs previous 13F +33 shares
0.01% of the 13F portfolio, value $292,388.
13F-HR 0001724269-24-000002 filed by LAKE STREET ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F/A 4,345 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $265,683.
13F-HR/A 0001724269-24-000003 filed by LAKE STREET ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).