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LAKE STREET ADVISORS GROUP, LLC: SPDW position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 402,085 SPDW 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 402,085 shares
    Change vs previous 13F -82,252 shares

    0.63% of the 13F portfolio, value $13,723,176.

    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 484,337 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $18,191,714.

    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 484,337 shares
    Change vs previous 13F -15,815 shares

    0.82% of the 13F portfolio, value $16,990,557.

    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 500,152 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $17,925,463.

    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 500,152 shares
    Change vs previous 13F -25,406 shares

    0.85% of the 13F portfolio, value $17,010,184.

    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 525,558 shares
    Change vs previous 13F -40,732 shares

    0.97% of the 13F portfolio, value $16,298,000.

    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 566,290 shares
    Change vs previous 13F -8,799 shares

    1.02% of the 13F portfolio, value $18,427,000.

    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 575,089 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $18,472,000.

    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).