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LANE BROTHERS & CO INC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LANE BROTHERS & CO INC on IVV, newest first. How the timeline and the estimate are built.

LANE BROTHERS & CO INC held 8,907 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,907 shares
    Change vs previous 13F -680 shares

    4.36% of the 13F portfolio, value $6,670,731.

    13F-HR 0001177416-26-000009 filed by LANE BROTHERS & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,587 shares
    Change vs previous 13F -813 shares

    4.56% of the 13F portfolio, value $6,262,356.

    13F-HR 0001177416-26-000008 filed by LANE BROTHERS & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,400 shares
    Change vs previous 13F not available

    5.16% of the 13F portfolio, value $7,123,693.

    13F-HR 0001177416-26-000007 filed by LANE BROTHERS & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).