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LAKE STREET ADVISORS GROUP, LLC: VOO position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 197,915 VOO 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 197,915 shares
    Change vs previous 13F +6,271 shares

    4.91% of the 13F portfolio, value $106,638,662.

    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 191,644 shares
    Change vs previous 13F +3,916 shares

    4.68% of the 13F portfolio, value $101,438,851.

    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 187,728 shares
    Change vs previous 13F +23,767 shares

    4.53% of the 13F portfolio, value $94,222,397.

    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 163,961 shares
    Change vs previous 13F +11,706 shares

    3.68% of the 13F portfolio, value $78,815,839.

    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 152,255 shares
    Change vs previous 13F -13,016 shares

    3.34% of the 13F portfolio, value $66,504,796.

    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 165,271 shares
    Change vs previous 13F -2,579 shares

    3.86% of the 13F portfolio, value $64,902,000.

    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 167,850 shares
    Change vs previous 13F +8,380 shares

    3.78% of the 13F portfolio, value $68,362,000.

    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 159,470 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $59,972,000.

    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).