Skip to content
Disclosery

LAKE STREET ADVISORS GROUP, LLC: SCHX position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 398,416 SCHX 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 398,416 shares
    Change vs previous 13F +260,429 shares

    0.43% of the 13F portfolio, value $9,235,281.

    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 137,987 shares
    Change vs previous 13F +140 shares

    0.43% of the 13F portfolio, value $9,362,412.

    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 137,847 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $8,885,111.

    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 137,847 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $8,554,815.

    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 137,847 shares
    Change vs previous 13F +499 shares

    0.39% of the 13F portfolio, value $7,774,598.

    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 137,348 shares
    Change vs previous 13F +461 shares

    0.41% of the 13F portfolio, value $6,950,000.

    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 136,887 shares
    Change vs previous 13F -1,376 shares

    0.4% of the 13F portfolio, value $7,169,000.

    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 138,263 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $6,688,000.

    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).