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LAKE STREET ADVISORS GROUP, LLC: TELFY position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 21,513 TELFY 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 21,513 shares
    Change vs previous 13F -3,969 shares

    <0.01% of the 13F portfolio, value $89,826.

    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 25,482 shares
    Change vs previous 13F -1,029 shares

    0.01% of the 13F portfolio, value $123,843.

    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 26,511 shares
    Change vs previous 13F -4,441 shares

    0.01% of the 13F portfolio, value $116,011.

    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 30,952 shares
    Change vs previous 13F -344 shares

    0.01% of the 13F portfolio, value $136,498.

    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 31,296 shares
    Change vs previous 13F -895 shares

    0.01% of the 13F portfolio, value $127,333.

    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 32,191 shares
    Change vs previous 13F -411 shares

    0.01% of the 13F portfolio, value $131,000.

    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 32,602 shares
    Change vs previous 13F +118 shares

    0.01% of the 13F portfolio, value $131,000.

    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 32,484 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $139,000.

    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).