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LAKE STREET ADVISORS GROUP, LLC: SPYX position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 874,136 SPYX 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 874,136 shares
    Change vs previous 13F +1,039 shares

    1.94% of the 13F portfolio, value $42,089,641.

    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 873,097 shares
    Change vs previous 13F +105,916 shares

    1.9% of the 13F portfolio, value $41,253,826.

    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 767,181 shares
    Change vs previous 13F +296,833 shares

    1.65% of the 13F portfolio, value $34,216,266.

    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 470,348 shares
    Change vs previous 13F +124,579 shares

    0.94% of the 13F portfolio, value $20,130,875.

    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 345,769 shares
    Change vs previous 13F -2,919 shares

    0.67% of the 13F portfolio, value $13,419,278.

    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 348,688 shares
    Change vs previous 13F -15,379 shares

    0.72% of the 13F portfolio, value $12,110,000.

    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 364,067 shares
    Change vs previous 13F +29,648 shares

    0.73% of the 13F portfolio, value $13,168,000.

    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 334,419 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $11,116,000.

    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).