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LAKE STREET ADVISORS GROUP, LLC: SCHH position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 0 SCHH 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 0 shares
    Change vs previous 13F -35,669 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-09-30
    13F 35,669 shares
    Change vs previous 13F -209,567 shares

    0.04% of the 13F portfolio, value $826,458.

    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 245,236 shares
    Change vs previous 13F -451,674 shares

    0.24% of the 13F portfolio, value $4,943,938.

    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 696,910 shares
    Change vs previous 13F -17,778 shares

    0.66% of the 13F portfolio, value $14,147,264.

    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 714,688 shares
    Change vs previous 13F -359,923 shares

    0.74% of the 13F portfolio, value $14,801,198.

    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 1,074,611 shares
    Change vs previous 13F -26,949 shares

    1.13% of the 13F portfolio, value $19,074,000.

    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 1,101,560 shares
    Change vs previous 13F +403,198 shares

    1.19% of the 13F portfolio, value $21,514,000.

    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 698,362 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $13,618,000.

    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).