Lane & Associates LLC: SCHD position timeline

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

Lane & Associates LLC held 21,875 SCHD shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

period ended2025-03-31
13F 21,875 shares
Change vs previous 13F +6,732 shares
0.33% of the 13F portfolio, value $611,622.
13F-HR 0002018909-25-000003 filed by Lane & Associates LLC
Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 15,143 shares
Change vs previous 13F not available
0.22% of the 13F portfolio, value $421,430.
13F-HR 0002018909-25-000001 filed by Lane & Associates LLC
Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).