Lane & Associates LLC V β€” VISA INC

Ownership history in Lane & Associates LLC  Β·  5 quarters on record

AI Ownership Summary

Lane & Associates LLC reported VISA INC (V) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q1. Peak portfolio weight reached 0.48% in 2025 Q1. The latest visible filing shows V at 0.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lane & Associates LLC's position in VISA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

V was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

V stock page Lane & Associates LLC fund profile Lane & Associates LLC full holdings
How Lane & Associates LLC held V β€” position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED β€” β€” β€” 2,558 -21 -0.8% 0.48% $897K 2025-05-15 (Est.) $359.46
2024 Q4 UNCHANGED β€” β€” β€” 2,579 β€” 0% 0.46% $881K 2025-02-03 $341.97
2024 Q3 ADDED β€” β€” β€” 2,579 +37 +1.5% 0.39% $709K 2024-11-12 $306.40
2024 Q2 ADDED β€” β€” β€” 2,542 +1 +0.0% 0.39% $667K 2024-08-07 $252.67
2024 Q1 INITIATED β€” β€” β€” 2,541 β€” β€” 0.45% $709K 2024-04-12 $271.32

🏒 Other funds also holding V

As of 2026 Q1 β€” sorted by position size

Hingham Institution for Savings 17.4% Troy Asset Management Ltd 3Y 7Y 14.71% Egerton Capital (UK) LLP 3Y 7Y 13.79% GCQ FUNDS MANAGEMENT PTY Ltd 12.34% Katamaran Capital LLP 11.08% Mayar Capital Ltd. 3Y 10.68% TRB Advisors LP 3Y 7Y 10.36% HughesLittle Investment Management Ltd. 9.9% Luma Capital S.A. - SPF 9.89% MFF Capital Investments Ltd 9.84%

FAQ About Lane & Associates LLC and V

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lane & Associates LLC reported owning V?

Lane & Associates LLC reported V across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q1.

What was the largest reported V position in Lane & Associates LLC's portfolio?

The largest reported portfolio weight for V was 0.48% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2025 Q1, when Lane & Associates LLC reported 2,558 shares, equal to 0.48% of portfolio, with an estimated market value of $897K.

What does the chart on this V ownership page compare?

The chart compares Lane & Associates LLC's quarterly V portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lane & Associates LLC time their V position?

Based on 13F filing dates vs. subsequent V price moves, Lane & Associates LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on V relative to SPY over the holding period was +12.0%.

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