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LAKE STREET ADVISORS GROUP, LLC: SPY position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 225,379 SPY 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 225,379 shares
    Change vs previous 13F -2,428 shares

    6.11% of the 13F portfolio, value $132,533,205.

    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 227,807 shares
    Change vs previous 13F +3,867 shares

    6.05% of the 13F portfolio, value $131,104,765.

    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 223,940 shares
    Change vs previous 13F +7,089 shares

    5.88% of the 13F portfolio, value $122,265,628.

    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 216,851 shares
    Change vs previous 13F +5,215 shares

    5.32% of the 13F portfolio, value $113,760,805.

    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 211,636 shares
    Change vs previous 13F +298 shares

    5.07% of the 13F portfolio, value $100,992,327.

    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 211,338 shares
    Change vs previous 13F -7,961 shares

    5.37% of the 13F portfolio, value $90,343,000.

    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 219,299 shares
    Change vs previous 13F +316 shares

    5.37% of the 13F portfolio, value $97,211,000.

    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 218,983 shares
    Change vs previous 13F not available

    5.54% of the 13F portfolio, value $89,650,000.

    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).