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Disclosery

LAKE STREET ADVISORS GROUP, LLC: SDG position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 0 SDG shares at 2024-03-31 per its 13F-HR filed 2024-05-13.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -6,561 shares

    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).

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

  2. period ended2023-12-31
    13F/A 6,561 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $531,784.

    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).