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Disclosery

Lane & Associates LLC: JEPI position timeline

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

Lane & Associates LLC held 6,369 JEPI 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 6,369 shares
    Change vs previous 13F +213 shares

    0.2% of the 13F portfolio, value $363,902.

    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 6,156 shares
    Change vs previous 13F +2,027 shares

    0.19% of the 13F portfolio, value $363,034.

    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 4,129 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $245,696.

    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).