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Disclosery

LAKE STREET ADVISORS GROUP, LLC: XLU position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 0 XLU shares at 2023-12-31 per its 13F-HR/A filed 2024-05-31.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F/A 0 shares
    Change vs previous 13F -13,881 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-09-30
    13F 13,881 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $818,000.

    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).