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Disclosery

Lane & Associates LLC: XT position timeline

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

Lane & Associates LLC held 8,883 XT 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 8,883 shares
    Change vs previous 13F -191 shares

    0.28% of the 13F portfolio, value $511,288.

    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 9,074 shares
    Change vs previous 13F -1,585 shares

    0.29% of the 13F portfolio, value $563,146.

    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 10,659 shares
    Change vs previous 13F -2,949 shares

    0.35% of the 13F portfolio, value $648,926.

    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 13,608 shares
    Change vs previous 13F -1,309 shares

    0.47% of the 13F portfolio, value $800,545.

    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 14,917 shares
    Change vs previous 13F +829 shares

    0.56% of the 13F portfolio, value $889,342.

    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 14,088 shares
    Change vs previous 13F -868 shares

    0.61% of the 13F portfolio, value $843,441.

    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 14,956 shares
    Change vs previous 13F -606 shares

    0.63% of the 13F portfolio, value $780,848.

    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 15,562 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $865,271.

    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).