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Lane & Associates LLC: EFG position timeline

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

Lane & Associates LLC held 60,440 EFG 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 60,440 shares
    Change vs previous 13F -15,751 shares

    3.26% of the 13F portfolio, value $6,044,017.

    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 76,191 shares
    Change vs previous 13F +12,127 shares

    4.01% of the 13F portfolio, value $7,754,714.

    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 64,064 shares
    Change vs previous 13F +11,808 shares

    3.76% of the 13F portfolio, value $6,896,481.

    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 52,256 shares
    Change vs previous 13F +5,534 shares

    3.15% of the 13F portfolio, value $5,345,791.

    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 46,722 shares
    Change vs previous 13F +4,246 shares

    3.05% of the 13F portfolio, value $4,849,274.

    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 42,476 shares
    Change vs previous 13F +2,076 shares

    2.99% of the 13F portfolio, value $4,113,799.

    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 40,400 shares
    Change vs previous 13F +816 shares

    2.8% of the 13F portfolio, value $3,486,540.

    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 39,584 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $3,776,732.

    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).