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LAKE STREET ADVISORS GROUP, LLC: VTI position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 288,908 VTI 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 288,908 shares
    Change vs previous 13F +3,536 shares

    3.86% of the 13F portfolio, value $83,728,431.

    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 285,372 shares
    Change vs previous 13F +3,388 shares

    3.74% of the 13F portfolio, value $81,054,428.

    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 281,984 shares
    Change vs previous 13F +5,948 shares

    3.64% of the 13F portfolio, value $75,701,886.

    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 276,036 shares
    Change vs previous 13F +1,538 shares

    3.35% of the 13F portfolio, value $71,741,724.

    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 274,498 shares
    Change vs previous 13F -2,422 shares

    3.27% of the 13F portfolio, value $65,116,327.

    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 276,920 shares
    Change vs previous 13F -1,352 shares

    3.49% of the 13F portfolio, value $58,821,000.

    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 278,272 shares
    Change vs previous 13F +2,736 shares

    3.38% of the 13F portfolio, value $61,298,000.

    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 275,536 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $56,237,000.

    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).