LAKE STREET ADVISORS GROUP, LLC: STM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAKE STREET ADVISORS GROUP, LLC on STM, newest first. How the timeline and the estimate are built.
LAKE STREET ADVISORS GROUP, LLC held 11,314 STM shares at 2024-12-31 per its 13F-HR filed 2025-02-04.
the latest 13F is the newest step
- period ended2024-12-3113F 11,314 sharesChange vs previous 13F +11,314 shares
0.01% of the 13F portfolio, value $282,518.
13F-HR 0002043585-25-000001 filed by LAKE STREET ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F -7,556 shares
13F-HR 0001308527-24-000008 filed by LAKE STREET ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-06-3013F 7,556 sharesChange vs previous 13F -607 shares
0.01% of the 13F portfolio, value $297,477.
13F-HR 0001724269-24-000005 filed by LAKE STREET ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 8,163 sharesChange vs previous 13F +586 shares
0.02% of the 13F portfolio, value $352,981.
13F-HR 0001724269-24-000002 filed by LAKE STREET ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F/A 7,577 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $379,849.
13F-HR/A 0001724269-24-000003 filed by LAKE STREET ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).