Skip to content
Disclosery

LAKE STREET ADVISORS GROUP, LLC: QQQ position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 20,250 QQQ 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 20,250 shares
    Change vs previous 13F +498 shares

    0.48% of the 13F portfolio, value $10,352,180.

    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 19,752 shares
    Change vs previous 13F +145 shares

    0.45% of the 13F portfolio, value $9,653,630.

    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 19,607 shares
    Change vs previous 13F -5,479 shares

    0.45% of the 13F portfolio, value $9,408,916.

    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 25,086 shares
    Change vs previous 13F -1,429 shares

    0.52% of the 13F portfolio, value $11,152,963.

    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 26,515 shares
    Change vs previous 13F +2,611 shares

    0.55% of the 13F portfolio, value $10,864,260.

    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 23,904 shares
    Change vs previous 13F -1,924 shares

    0.51% of the 13F portfolio, value $8,564,000.

    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 25,828 shares
    Change vs previous 13F +16 shares

    0.53% of the 13F portfolio, value $9,541,000.

    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 25,812 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $8,284,000.

    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).