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Lane & Associates LLC: VYM position timeline

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

Lane & Associates LLC held 46,450 VYM 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 46,450 shares
    Change vs previous 13F +7,480 shares

    3.23% of the 13F portfolio, value $5,990,242.

    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 38,970 shares
    Change vs previous 13F +3,890 shares

    2.67% of the 13F portfolio, value $5,158,091.

    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 35,080 shares
    Change vs previous 13F +3,154 shares

    2.45% of the 13F portfolio, value $4,497,218.

    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 31,926 shares
    Change vs previous 13F +1,478 shares

    2.23% of the 13F portfolio, value $3,786,458.

    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 30,448 shares
    Change vs previous 13F +2,871 shares

    2.32% of the 13F portfolio, value $3,683,921.

    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 27,577 shares
    Change vs previous 13F +3,626 shares

    2.24% of the 13F portfolio, value $3,078,411.

    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 23,951 shares
    Change vs previous 13F +3,746 shares

    1.99% of the 13F portfolio, value $2,474,566.

    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 20,205 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $2,143,173.

    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).