LANE BROTHERS & CO INC
All 13F Filings
- Location
- Prescott, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 152,861
- 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 |
|---|---|---|---|---|---|
| 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 | 21.32 K | 13.9% | 2.818 K | 0 | 2.818 K |
| ETFs | 129.7 K | 84.8% | 12.39 K | 0 | 12.39 K |
| Debt | 1.866 K | 1.2% | 434 | 0 | 434 |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
152,861
Holdings
95
QoQ value change ($000)
15,641
(11.4%)
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.