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Disclosery

Lane & Associates LLC: IVE position timeline

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

Lane & Associates LLC held 13,913 IVE 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 13,913 shares
    Change vs previous 13F -203 shares

    1.43% of the 13F portfolio, value $2,651,578.

    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 14,116 shares
    Change vs previous 13F +1,237 shares

    1.43% of the 13F portfolio, value $2,769,230.

    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 12,879 shares
    Change vs previous 13F -297 shares

    1.38% of the 13F portfolio, value $2,539,314.

    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 13,176 shares
    Change vs previous 13F +375 shares

    1.41% of the 13F portfolio, value $2,398,239.

    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 12,801 shares
    Change vs previous 13F +351 shares

    1.51% of the 13F portfolio, value $2,391,381.

    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 12,450 shares
    Change vs previous 13F -73 shares

    1.58% of the 13F portfolio, value $2,164,903.

    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 12,523 shares
    Change vs previous 13F +99 shares

    1.55% of the 13F portfolio, value $1,926,564.

    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 12,424 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $2,002,651.

    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).