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LAKE STREET ADVISORS GROUP, LLC: TSLA position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 24,689 TSLA 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 24,689 shares
    Change vs previous 13F +3,130 shares

    0.46% of the 13F portfolio, value $9,970,446.

    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 21,559 shares
    Change vs previous 13F +3,017 shares

    0.26% of the 13F portfolio, value $5,640,507.

    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 18,542 shares
    Change vs previous 13F -4,779 shares

    0.18% of the 13F portfolio, value $3,669,111.

    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 23,321 shares
    Change vs previous 13F +3,421 shares

    0.19% of the 13F portfolio, value $4,099,570.

    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 19,900 shares
    Change vs previous 13F +846 shares

    0.25% of the 13F portfolio, value $4,944,752.

    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 19,054 shares
    Change vs previous 13F -11,100 shares

    0.28% of the 13F portfolio, value $4,768,000.

    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 30,154 shares
    Change vs previous 13F -646 shares

    0.44% of the 13F portfolio, value $7,893,000.

    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 30,800 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $6,390,000.

    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).