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LAKE STREET ADVISORS GROUP, LLC: VB position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 12,370 VB 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 12,370 shares
    Change vs previous 13F -12 shares

    0.14% of the 13F portfolio, value $2,972,265.

    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 12,382 shares
    Change vs previous 13F -522 shares

    0.14% of the 13F portfolio, value $2,945,861.

    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 12,904 shares
    Change vs previous 13F +13 shares

    0.14% of the 13F portfolio, value $2,824,514.

    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 12,891 shares
    Change vs previous 13F +95 shares

    0.14% of the 13F portfolio, value $2,946,755.

    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 12,796 shares
    Change vs previous 13F -1,433 shares

    0.14% of the 13F portfolio, value $2,729,772.

    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 14,229 shares
    Change vs previous 13F +32 shares

    0.16% of the 13F portfolio, value $2,690,000.

    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 14,197 shares
    Change vs previous 13F -121 shares

    0.16% of the 13F portfolio, value $2,824,000.

    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 14,318 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,714,000.

    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).