LANE BROTHERS & CO INC
All 13F Filings
- Location
- Prescott, AZ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 137,220
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 18.5 K | 13.5% | 0 | 880 | -880 |
| ETFs | 117.3 K | 85.5% | 11 | 0 | 11 |
| Debt | 1.432 K | 1.0% | 0 | 99 | -99 |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
137,220
Holdings
83
QoQ value change ($000)
-969
(-0.7%)
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.