LANE BROTHERS & CO INC FRDM β€” EA SERIES TRUST

Ownership history in LANE BROTHERS & CO INC  Β·  3 quarters on record

AI Ownership Summary

LANE BROTHERS & CO INC reported EA SERIES TRUST (FRDM) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.41% in 2025 Q4. The latest visible filing shows FRDM at 0.41% 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 FRDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LANE BROTHERS & CO INC's position in EA SERIES TRUST, 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
2026 Q2

FRDM was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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.

How LANE BROTHERS & CO INC held FRDM β€” position size vs. price
% of Fund (quarterly)    FRDM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 8,558 -595 -6.5% 0.41% $624K 2026-08-05 $67.37
2026 Q1 REDUCED 16.9% +31.8% ❌ 9,153 -1,866 -16.9% 0.36% $500K 2026-05-05 $64.58
2025 Q4 INITIATED β€” β€” β€” 11,019 β€” β€” 0.41% $565K 2026-03-13 $54.02

FAQ About LANE BROTHERS & CO INC and FRDM

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

How long has LANE BROTHERS & CO INC reported owning FRDM?

LANE BROTHERS & CO INC reported FRDM across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported FRDM position in LANE BROTHERS & CO INC's portfolio?

The largest reported portfolio weight for FRDM was 0.41% in 2025 Q4.

What is the latest reported FRDM position on this page?

The most recent filing on this page is 2026 Q2, when LANE BROTHERS & CO INC reported 8,558 shares, equal to 0.41% of portfolio, with an estimated market value of $624K.

What does the chart on this FRDM ownership page compare?

The chart compares LANE BROTHERS & CO INC's quarterly FRDM 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.

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