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Lane & Associates LLC: MSFT position timeline

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

Lane & Associates LLC held 12,420 MSFT 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 12,420 shares
    Change vs previous 13F -54 shares

    2.51% of the 13F portfolio, value $4,662,377.

    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 12,474 shares
    Change vs previous 13F -957 shares

    2.68% of the 13F portfolio, value $5,177,342.

    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 13,431 shares
    Change vs previous 13F -1,268 shares

    3.15% of the 13F portfolio, value $5,779,368.

    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 14,699 shares
    Change vs previous 13F +6,539 shares

    3.87% of the 13F portfolio, value $6,569,545.

    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 8,160 shares
    Change vs previous 13F -40 shares

    2.16% of the 13F portfolio, value $3,433,048.

    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 8,200 shares
    Change vs previous 13F -44 shares

    2.24% of the 13F portfolio, value $3,083,695.

    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 8,244 shares
    Change vs previous 13F +376 shares

    2.09% of the 13F portfolio, value $2,603,029.

    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 7,868 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $2,679,483.

    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).