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Disclosery

Douglas Lane & Associates, LLC: BR position timeline

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

Douglas Lane & Associates, LLC held 55,991 BR 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 55,991 shares
    Change vs previous 13F -1,094 shares

    0.12% of the 13F portfolio, value $9,020,150.

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

  2. period ended2026-06-30
    13F 57,085 shares
    Change vs previous 13F -4,222 shares

    0.11% of the 13F portfolio, value $7,817,791.

    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 61,307 shares
    Change vs previous 13F +2,829 shares

    0.14% of the 13F portfolio, value $9,961,161.

    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 58,478 shares
    Change vs previous 13F -1,021 shares

    0.18% of the 13F portfolio, value $13,050,535.

    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 59,499 shares
    Change vs previous 13F -1,236 shares

    0.2% of the 13F portfolio, value $14,170,877.

    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 60,735 shares
    Change vs previous 13F -1,740 shares

    0.21% of the 13F portfolio, value $14,760,427.

    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 62,475 shares
    Change vs previous 13F -3,348 shares

    0.22% of the 13F portfolio, value $15,147,689.

    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 65,823 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $14,881,922.

    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).