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LAKE STREET ADVISORS GROUP, LLC: SGOV position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 1,192,384 SGOV 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 1,192,384 shares
    Change vs previous 13F -71,581 shares

    5.51% of the 13F portfolio, value $119,619,974.

    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 1,263,965 shares
    Change vs previous 13F +363,155 shares

    5.88% of the 13F portfolio, value $127,306,551.

    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 900,810 shares
    Change vs previous 13F +196,099 shares

    4.36% of the 13F portfolio, value $90,720,607.

    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 704,711 shares
    Change vs previous 13F +340,896 shares

    3.32% of the 13F portfolio, value $70,971,477.

    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 363,815 shares
    Change vs previous 13F -160,003 shares

    1.83% of the 13F portfolio, value $36,479,780.

    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 523,818 shares
    Change vs previous 13F -43,953 shares

    3.13% of the 13F portfolio, value $52,733,000.

    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 567,771 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $57,135,000.

    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).