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LAKE STREET ADVISORS GROUP, LLC: PFE position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 27,998 PFE 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 27,998 shares
    Change vs previous 13F -9,023 shares

    0.03% of the 13F portfolio, value $742,796.

    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 37,021 shares
    Change vs previous 13F +1,931 shares

    0.05% of the 13F portfolio, value $1,071,386.

    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 35,090 shares
    Change vs previous 13F +7,955 shares

    0.05% of the 13F portfolio, value $981,823.

    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 27,135 shares
    Change vs previous 13F -3,799 shares

    0.04% of the 13F portfolio, value $752,988.

    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 30,934 shares
    Change vs previous 13F -5,808 shares

    0.04% of the 13F portfolio, value $890,578.

    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 36,742 shares
    Change vs previous 13F -24,013 shares

    0.07% of the 13F portfolio, value $1,219,000.

    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 60,755 shares
    Change vs previous 13F +8,592 shares

    0.12% of the 13F portfolio, value $2,229,000.

    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 52,163 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,128,000.

    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).