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LAKE STREET ADVISORS GROUP, LLC: SCHF position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 2,485,593 SCHF 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 2,485,593 shares
    Change vs previous 13F +1,144,780 shares

    2.12% of the 13F portfolio, value $45,983,479.

    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 1,340,813 shares
    Change vs previous 13F -5,162 shares

    2.54% of the 13F portfolio, value $55,134,226.

    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 1,345,975 shares
    Change vs previous 13F -81,468 shares

    2.51% of the 13F portfolio, value $52,205,810.

    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 1,427,443 shares
    Change vs previous 13F -13,924 shares

    2.6% of the 13F portfolio, value $55,698,831.

    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 1,441,367 shares
    Change vs previous 13F -105,143 shares

    2.67% of the 13F portfolio, value $53,272,929.

    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 1,546,510 shares
    Change vs previous 13F -42,477 shares

    3.12% of the 13F portfolio, value $52,520,000.

    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 1,588,987 shares
    Change vs previous 13F +45,079 shares

    3.13% of the 13F portfolio, value $56,647,000.

    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 1,543,908 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $53,728,000.

    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).