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Lane & Associates LLC: IWO position timeline

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

Lane & Associates LLC held 8,049 IWO 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 8,049 shares
    Change vs previous 13F +444 shares

    1.11% of the 13F portfolio, value $2,056,798.

    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 7,605 shares
    Change vs previous 13F +296 shares

    1.17% of the 13F portfolio, value $2,258,025.

    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 7,309 shares
    Change vs previous 13F +526 shares

    1.13% of the 13F portfolio, value $2,075,752.

    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 6,783 shares
    Change vs previous 13F +2,774 shares

    1.05% of the 13F portfolio, value $1,780,616.

    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 4,009 shares
    Change vs previous 13F +1,336 shares

    0.68% of the 13F portfolio, value $1,085,756.

    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 2,673 shares
    Change vs previous 13F +378 shares

    0.49% of the 13F portfolio, value $674,280.

    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 2,295 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $514,364.

    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).