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LAKE STREET ADVISORS GROUP, LLC: SAN position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 52,438 SAN 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 52,438 shares
    Change vs previous 13F +1,472 shares

    0.01% of the 13F portfolio, value $239,116.

    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 50,966 shares
    Change vs previous 13F +3,117 shares

    0.01% of the 13F portfolio, value $259,925.

    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 47,849 shares
    Change vs previous 13F -1,301 shares

    0.01% of the 13F portfolio, value $221,539.

    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 49,150 shares
    Change vs previous 13F +2,331 shares

    0.01% of the 13F portfolio, value $237,885.

    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 46,819 shares
    Change vs previous 13F +4,556 shares

    0.01% of the 13F portfolio, value $193,831.

    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 42,263 shares
    Change vs previous 13F -6,003 shares

    0.01% of the 13F portfolio, value $159,000.

    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 48,266 shares
    Change vs previous 13F +1,395 shares

    0.01% of the 13F portfolio, value $179,000.

    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 46,871 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $173,000.

    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).