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Disclosery

Lane & Associates LLC: IYW position timeline

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

Lane & Associates LLC held 16,514 IYW 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 16,514 shares
    Change vs previous 13F +513 shares

    1.25% of the 13F portfolio, value $2,319,216.

    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 16,001 shares
    Change vs previous 13F +1,526 shares

    1.32% of the 13F portfolio, value $2,554,939.

    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 14,475 shares
    Change vs previous 13F +7,270 shares

    1.2% of the 13F portfolio, value $2,194,760.

    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 7,205 shares
    Change vs previous 13F +314 shares

    0.64% of the 13F portfolio, value $1,084,353.

    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 6,891 shares
    Change vs previous 13F +131 shares

    0.59% of the 13F portfolio, value $930,641.

    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 6,760 shares
    Change vs previous 13F +471 shares

    0.6% of the 13F portfolio, value $829,756.

    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 6,289 shares
    Change vs previous 13F -3,314 shares

    0.53% of the 13F portfolio, value $659,894.

    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 9,603 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,045,444.

    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).