LANE BROTHERS & CO INC
All 13F Filings
- Location
- Prescott, AZ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 99,082
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 56 | 99,082 | 13F-HR | LANE BROTHERS & CO INC |
| Q2 2026 | 8/5/2026 | 95 | 152,861 | 13F-HR | LANE BROTHERS & CO INC |
| Q1 2026 | 5/5/2026 | 83 | 137,220 | 13F-HR | LANE BROTHERS & CO INC |
| Q4 2025 | 3/13/2026 | 83 | 138,189 | 13F-HR | LANE BROTHERS & CO INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.76 K | 11.9% | 0 | 9.559 K | -9.559 K |
| ETFs | 86.82 K | 87.6% | 0 | 42.86 K | -42.86 K |
| Debt | 511 | 0.5% | 0 | 1.355 K | -1.355 K |
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Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
99,082
Holdings
56
QoQ value change ($000)
-53,779
(-35.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.