Skip to content
Disclosery

LAKE STREET ADVISORS GROUP, LLC: T position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 75,247 T 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 75,247 shares
    Change vs previous 13F +1,685 shares

    0.08% of the 13F portfolio, value $1,713,370.

    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 73,562 shares
    Change vs previous 13F +513 shares

    0.07% of the 13F portfolio, value $1,618,362.

    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 73,049 shares
    Change vs previous 13F -2,812 shares

    0.07% of the 13F portfolio, value $1,395,965.

    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 75,861 shares
    Change vs previous 13F -10,755 shares

    0.06% of the 13F portfolio, value $1,335,150.

    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 86,616 shares
    Change vs previous 13F +13,314 shares

    0.07% of the 13F portfolio, value $1,453,417.

    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 73,302 shares
    Change vs previous 13F +29,520 shares

    0.07% of the 13F portfolio, value $1,101,000.

    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 43,782 shares
    Change vs previous 13F -15,495 shares

    0.04% of the 13F portfolio, value $698,000.

    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 59,277 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,141,000.

    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).