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Disclosery

Lane & Associates LLC: IJR position timeline

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

Lane & Associates LLC held 15,362 IJR 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 15,362 shares
    Change vs previous 13F +754 shares

    0.87% of the 13F portfolio, value $1,606,387.

    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 14,608 shares
    Change vs previous 13F +99 shares

    0.89% of the 13F portfolio, value $1,730,117.

    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 14,509 shares
    Change vs previous 13F -1,637 shares

    0.92% of the 13F portfolio, value $1,696,929.

    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 16,146 shares
    Change vs previous 13F -2,331 shares

    1.02% of the 13F portfolio, value $1,722,178.

    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 18,477 shares
    Change vs previous 13F -933 shares

    1.29% of the 13F portfolio, value $2,042,050.

    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 19,410 shares
    Change vs previous 13F +1,162 shares

    1.53% of the 13F portfolio, value $2,101,114.

    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 18,248 shares
    Change vs previous 13F +2,323 shares

    1.38% of the 13F portfolio, value $1,721,306.

    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 15,925 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,586,897.

    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).