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Disclosery

Lane & Associates LLC: PKW position timeline

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

Lane & Associates LLC held 4,500 PKW 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 4,500 shares
    Change vs previous 13F -134 shares

    0.27% of the 13F portfolio, value $506,968.

    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 4,634 shares
    Change vs previous 13F -726 shares

    0.29% of the 13F portfolio, value $555,098.

    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 5,360 shares
    Change vs previous 13F -568 shares

    0.33% of the 13F portfolio, value $613,827.

    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 5,928 shares
    Change vs previous 13F -3,733 shares

    0.36% of the 13F portfolio, value $615,942.

    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 9,661 shares
    Change vs previous 13F -182 shares

    0.66% of the 13F portfolio, value $1,045,652.

    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 9,843 shares
    Change vs previous 13F -982 shares

    0.71% of the 13F portfolio, value $974,616.

    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 10,825 shares
    Change vs previous 13F -1,703 shares

    0.78% of the 13F portfolio, value $973,899.

    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 12,528 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,120,619.

    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).