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Disclosery

Lane & Associates LLC: IVW position timeline

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

Lane & Associates LLC held 24,255 IVW 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 24,255 shares
    Change vs previous 13F -401 shares

    1.21% of the 13F portfolio, value $2,251,587.

    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 24,656 shares
    Change vs previous 13F +950 shares

    1.33% of the 13F portfolio, value $2,568,939.

    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 23,706 shares
    Change vs previous 13F +130 shares

    1.24% of the 13F portfolio, value $2,269,852.

    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 23,576 shares
    Change vs previous 13F +1,492 shares

    1.29% of the 13F portfolio, value $2,181,704.

    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 22,084 shares
    Change vs previous 13F +428 shares

    1.17% of the 13F portfolio, value $1,864,755.

    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 21,656 shares
    Change vs previous 13F +2,285 shares

    1.18% of the 13F portfolio, value $1,626,392.

    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 19,371 shares
    Change vs previous 13F +1,320 shares

    1.06% of the 13F portfolio, value $1,325,376.

    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 18,051 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,272,247.

    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).