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LAKE STREET ADVISORS GROUP, LLC: SCHR position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 327,931 SCHR 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 327,931 shares
    Change vs previous 13F +109,330 shares

    0.37% of the 13F portfolio, value $7,965,453.

    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 218,601 shares
    Change vs previous 13F +24,000 shares

    0.51% of the 13F portfolio, value $11,061,205.

    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 194,601 shares
    Change vs previous 13F -132,045 shares

    0.46% of the 13F portfolio, value $9,490,710.

    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 326,646 shares
    Change vs previous 13F -20,109 shares

    0.75% of the 13F portfolio, value $16,022,000.

    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 346,755 shares
    Change vs previous 13F -63,787 shares

    0.87% of the 13F portfolio, value $17,240,649.

    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 410,542 shares
    Change vs previous 13F +3,523 shares

    1.17% of the 13F portfolio, value $19,681,000.

    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 407,019 shares
    Change vs previous 13F +17,030 shares

    1.11% of the 13F portfolio, value $20,058,000.

    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 389,989 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $19,667,000.

    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).