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LAKE STREET ADVISORS GROUP, LLC: PNC position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 11,227 PNC 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 11,227 shares
    Change vs previous 13F -172 shares

    0.1% of the 13F portfolio, value $2,165,120.

    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 11,399 shares
    Change vs previous 13F +74 shares

    0.1% of the 13F portfolio, value $2,107,138.

    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 11,325 shares
    Change vs previous 13F +199 shares

    0.08% of the 13F portfolio, value $1,760,828.

    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 11,126 shares
    Change vs previous 13F -65 shares

    0.08% of the 13F portfolio, value $1,797,985.

    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 11,191 shares
    Change vs previous 13F +52 shares

    0.09% of the 13F portfolio, value $1,732,864.

    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 11,139 shares
    Change vs previous 13F +134 shares

    0.08% of the 13F portfolio, value $1,368,000.

    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 11,005 shares
    Change vs previous 13F +15 shares

    0.08% of the 13F portfolio, value $1,386,000.

    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 10,990 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,397,000.

    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).