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LAKE STREET ADVISORS GROUP, LLC: SCZ position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 98,315 SCZ 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 98,315 shares
    Change vs previous 13F -6,870 shares

    0.28% of the 13F portfolio, value $5,972,654.

    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 105,185 shares
    Change vs previous 13F -32,802 shares

    0.33% of the 13F portfolio, value $7,120,997.

    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 137,987 shares
    Change vs previous 13F -479,526 shares

    0.41% of the 13F portfolio, value $8,505,496.

    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 617,513 shares
    Change vs previous 13F -165,445 shares

    1.83% of the 13F portfolio, value $39,107,112.

    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 782,958 shares
    Change vs previous 13F -87,970 shares

    2.43% of the 13F portfolio, value $48,465,116.

    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 870,928 shares
    Change vs previous 13F +82,510 shares

    2.92% of the 13F portfolio, value $49,181,000.

    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 788,418 shares
    Change vs previous 13F +122,391 shares

    2.57% of the 13F portfolio, value $46,501,000.

    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 666,027 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $39,635,000.

    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).