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Disclosery

Lane & Associates LLC: SPY position timeline

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

Lane & Associates LLC held 19,765 SPY 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 19,765 shares
    Change vs previous 13F -22,215 shares

    5.96% of the 13F portfolio, value $11,056,577.

    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 41,980 shares
    Change vs previous 13F -2,351 shares

    13.05% of the 13F portfolio, value $25,264,604.

    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 44,331 shares
    Change vs previous 13F +3,509 shares

    13.85% of the 13F portfolio, value $25,435,360.

    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 40,822 shares
    Change vs previous 13F +1,709 shares

    13.1% of the 13F portfolio, value $22,215,965.

    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 39,113 shares
    Change vs previous 13F +1,075 shares

    12.88% of the 13F portfolio, value $20,458,973.

    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 38,038 shares
    Change vs previous 13F -1,780 shares

    13.15% of the 13F portfolio, value $18,079,843.

    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 39,818 shares
    Change vs previous 13F +3,005 shares

    13.68% of the 13F portfolio, value $17,021,281.

    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 36,813 shares
    Change vs previous 13F not available

    12.98% of the 13F portfolio, value $16,318,589.

    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).