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Lane & Associates LLC: PEP position timeline

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

Lane & Associates LLC held 2,221 PEP 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 2,221 shares
    Change vs previous 13F +122 shares

    0.18% of the 13F portfolio, value $332,991.

    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 2,099 shares
    Change vs previous 13F -123 shares

    0.16% of the 13F portfolio, value $316,373.

    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 2,222 shares
    Change vs previous 13F -253 shares

    0.21% of the 13F portfolio, value $377,777.

    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 2,475 shares
    Change vs previous 13F +184 shares

    0.24% of the 13F portfolio, value $408,197.

    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 2,291 shares
    Change vs previous 13F -138 shares

    0.25% of the 13F portfolio, value $401,022.

    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 2,429 shares
    Change vs previous 13F -1,059 shares

    0.3% of the 13F portfolio, value $412,624.

    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 3,488 shares
    Change vs previous 13F +14 shares

    0.47% of the 13F portfolio, value $591,042.

    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 3,474 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $643,481.

    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).