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Disclosery

Lane & Associates LLC: DFIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lane & Associates LLC on DFIV, newest first. How the timeline and the estimate are built.

Lane & Associates LLC held 153,257 DFIV shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 153,257 shares
    Change vs previous 13F -7,601 shares

    3.25% of the 13F portfolio, value $6,032,183.

    13F-HR 0002018909-25-000003 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 160,858 shares
    Change vs previous 13F -16,184 shares

    3.09% of the 13F portfolio, value $5,980,696.

    13F-HR 0002018909-25-000001 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 177,042 shares
    Change vs previous 13F -9,413 shares

    3.67% of the 13F portfolio, value $6,741,744.

    13F-HR 0002018909-24-000008 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 186,455 shares
    Change vs previous 13F +53,829 shares

    3.95% of the 13F portfolio, value $6,701,209.

    13F-HR 0002018909-24-000007 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 132,626 shares
    Change vs previous 13F +15,127 shares

    3.07% of the 13F portfolio, value $4,873,999.

    13F-HR 0002018909-24-000002 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 117,499 shares
    Change vs previous 13F +11,742 shares

    2.94% of the 13F portfolio, value $4,037,278.

    13F-HR 0002018909-24-000001 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 105,757 shares
    Change vs previous 13F +41,383 shares

    2.77% of the 13F portfolio, value $3,449,794.

    13F-HR 0002018909-24-000006 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 64,374 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $2,114,680.

    13F-HR 0002018909-24-000005 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).