Skip to content
Disclosery

LAKE STREET ADVISORS GROUP, LLC: VGIT position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 698,160 VGIT 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 698,160 shares
    Change vs previous 13F -121,171 shares

    1.87% of the 13F portfolio, value $40,493,253.

    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 819,331 shares
    Change vs previous 13F +2,346 shares

    2.29% of the 13F portfolio, value $49,504,001.

    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 816,985 shares
    Change vs previous 13F +165,957 shares

    2.29% of the 13F portfolio, value $47,573,036.

    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 651,028 shares
    Change vs previous 13F +21,271 shares

    1.78% of the 13F portfolio, value $38,117,715.

    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 629,757 shares
    Change vs previous 13F +39,001 shares

    1.88% of the 13F portfolio, value $37,357,189.

    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 590,756 shares
    Change vs previous 13F -19,233 shares

    2.01% of the 13F portfolio, value $33,762,000.

    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 609,989 shares
    Change vs previous 13F -51,968 shares

    1.98% of the 13F portfolio, value $35,782,000.

    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 661,957 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $39,691,000.

    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).