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LAKE STREET ADVISORS GROUP, LLC: UBS position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 36,239 UBS 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 36,239 shares
    Change vs previous 13F +811 shares

    0.05% of the 13F portfolio, value $1,098,752.

    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 35,428 shares
    Change vs previous 13F -968 shares

    0.05% of the 13F portfolio, value $1,095,065.

    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 36,396 shares
    Change vs previous 13F -1,269 shares

    0.05% of the 13F portfolio, value $1,075,124.

    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 37,665 shares
    Change vs previous 13F +2,229 shares

    0.05% of the 13F portfolio, value $1,157,064.

    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 35,436 shares
    Change vs previous 13F +1,596 shares

    0.05% of the 13F portfolio, value $1,094,972.

    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 33,840 shares
    Change vs previous 13F -151 shares

    0.05% of the 13F portfolio, value $834,000.

    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 33,991 shares
    Change vs previous 13F +1,764 shares

    0.04% of the 13F portfolio, value $689,000.

    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 32,227 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $688,000.

    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).