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LAKE STREET ADVISORS GROUP, LLC: SCHE position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 500,412 SCHE 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 500,412 shares
    Change vs previous 13F -8,446 shares

    0.61% of the 13F portfolio, value $13,325,981.

    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 508,858 shares
    Change vs previous 13F +33,848 shares

    0.69% of the 13F portfolio, value $14,848,467.

    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 475,010 shares
    Change vs previous 13F +3,587 shares

    0.61% of the 13F portfolio, value $12,632,548.

    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 471,423 shares
    Change vs previous 13F -12,048 shares

    0.56% of the 13F portfolio, value $11,903,441.

    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 483,471 shares
    Change vs previous 13F -79,282 shares

    0.6% of the 13F portfolio, value $11,985,255.

    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 562,753 shares
    Change vs previous 13F -6,225 shares

    0.8% of the 13F portfolio, value $13,472,000.

    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 568,978 shares
    Change vs previous 13F +31,212 shares

    0.77% of the 13F portfolio, value $14,014,000.

    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 537,766 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $13,186,000.

    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).