LAKE STREET ADVISORS GROUP, LLC: SWKS position timeline

LAKE STREET ADVISORS GROUP, LLC held 3,004 SWKS 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 3,004 shares

   Change vs previous 13F -1,244 shares

   0.01% of the 13F portfolio, value $266,410.

   13F-HR 0002043585-25-000001 filed by LAKE STREET ADVISORS GROUP, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-09-30

   13F 4,248 shares

   Change vs previous 13F +32 shares

   0.02% of the 13F portfolio, value $419,592.

   13F-HR 0001308527-24-000008 filed by LAKE STREET ADVISORS GROUP, LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 4,216 shares

   Change vs previous 13F +1,014 shares

   0.02% of the 13F portfolio, value $449,360.

   13F-HR 0001724269-24-000005 filed by LAKE STREET ADVISORS GROUP, LLC
   Filed 2024-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 3,202 shares

   Change vs previous 13F +345 shares

   0.02% of the 13F portfolio, value $346,861.

   13F-HR 0001724269-24-000002 filed by LAKE STREET ADVISORS GROUP, LLC
   Filed 2024-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F/A 2,857 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $321,198.

   13F-HR/A 0001724269-24-000003 filed by LAKE STREET ADVISORS GROUP, LLC
   Filed 2024-05-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).