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LAKE STREET ADVISORS GROUP, LLC: QLTY position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 23,206 QLTY 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 23,206 shares
    Change vs previous 13F +1,318 shares

    0.03% of the 13F portfolio, value $741,899.

    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 21,888 shares
    Change vs previous 13F +6,187 shares

    0.03% of the 13F portfolio, value $715,087.

    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 15,701 shares
    Change vs previous 13F +6,861 shares

    0.02% of the 13F portfolio, value $487,879.

    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 8,840 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $262,959.

    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).