Skip to content
Disclosery

Lane & Associates LLC: IVV position timeline

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

Lane & Associates LLC held 4,401 IVV 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 4,401 shares
    Change vs previous 13F +184 shares

    1.33% of the 13F portfolio, value $2,472,862.

    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 4,217 shares
    Change vs previous 13F -299 shares

    1.32% of the 13F portfolio, value $2,549,849.

    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 4,516 shares
    Change vs previous 13F -86 shares

    1.42% of the 13F portfolio, value $2,604,955.

    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 4,602 shares
    Change vs previous 13F +485 shares

    1.48% of the 13F portfolio, value $2,518,401.

    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 4,117 shares
    Change vs previous 13F +90 shares

    1.36% of the 13F portfolio, value $2,164,653.

    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 4,027 shares
    Change vs previous 13F +500 shares

    1.4% of the 13F portfolio, value $1,923,411.

    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 3,527 shares
    Change vs previous 13F +358 shares

    1.22% of the 13F portfolio, value $1,514,431.

    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 3,169 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,412,280.

    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).