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Douglas Lane & Associates, LLC: APD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Douglas Lane & Associates, LLC on APD, newest first. How the timeline and the estimate are built.

Douglas Lane & Associates, LLC held 338,738 APD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 338,738 shares
    Change vs previous 13F -7,176 shares

    1.26% of the 13F portfolio, value $94,247,183.

    13F-HR 0001672594-26-000004 filed by Douglas Lane & Associates, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 345,914 shares
    Change vs previous 13F +61 shares

    1.38% of the 13F portfolio, value $101,415,181.

    13F-HR 0001672594-26-000003 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 345,853 shares
    Change vs previous 13F +9,006 shares

    1.45% of the 13F portfolio, value $100,466,806.

    13F-HR 0001672594-26-000002 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 336,847 shares
    Change vs previous 13F +31,500 shares

    1.14% of the 13F portfolio, value $83,207,960.

    13F-HR 0001672594-26-000001 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 305,347 shares
    Change vs previous 13F +45,765 shares

    1.16% of the 13F portfolio, value $83,274,175.

    13F-HR 0001672594-25-000006 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 259,582 shares
    Change vs previous 13F +10,849 shares

    1.06% of the 13F portfolio, value $73,217,795.

    13F-HR 0001672594-25-000005 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 248,733 shares
    Change vs previous 13F +8,746 shares

    1.08% of the 13F portfolio, value $73,356,387.

    13F-HR 0001672594-25-000003 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 239,987 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $69,605,829.

    13F-HR 0001672594-25-000001 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).