Douglas Lane & Associates, LLC: BX position timeline

Douglas Lane & Associates, LLC held 605,982 BX 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 605,982 shares

   Change vs previous 13F -6,854 shares

   0.91% of the 13F portfolio, value $67,924,502.

   13F-HR 0001672594-26-000004 filed by Douglas Lane & Associates, LLC
   Accepted 2026-10-09 16:24:42 UTC, ingested 2026-10-09 16:26:04 UTC

2. period ended2026-06-30

   13F 612,836 shares

   Change vs previous 13F +7,204 shares

   0.98% of the 13F portfolio, value $72,112,379.

   13F-HR 0001672594-26-000003 filed by Douglas Lane & Associates, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 605,632 shares

   Change vs previous 13F -11,388 shares

   1% of the 13F portfolio, value $69,641,604.

   13F-HR 0001672594-26-000002 filed by Douglas Lane & Associates, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 617,020 shares

   Change vs previous 13F -13,206 shares

   1.31% of the 13F portfolio, value $95,107,406.

   13F-HR 0001672594-26-000001 filed by Douglas Lane & Associates, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 630,226 shares

   Change vs previous 13F -17,522 shares

   1.5% of the 13F portfolio, value $107,674,181.

   13F-HR 0001672594-25-000006 filed by Douglas Lane & Associates, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 647,748 shares

   Change vs previous 13F -56,289 shares

   1.4% of the 13F portfolio, value $96,890,195.

   13F-HR 0001672594-25-000005 filed by Douglas Lane & Associates, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 704,037 shares

   Change vs previous 13F -3,313 shares

   1.45% of the 13F portfolio, value $98,410,223.

   13F-HR 0001672594-25-000003 filed by Douglas Lane & Associates, LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 707,350 shares

   Change vs previous 13F not available

   1.72% of the 13F portfolio, value $121,961,367.

   13F-HR 0001672594-25-000001 filed by Douglas Lane & Associates, LLC
   Filed 2025-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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