Douglas Lane & Associates, LLC: CB position timeline

Douglas Lane & Associates, LLC held 15,978 CB 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 15,978 shares

   Change vs previous 13F -440 shares

   0.07% of the 13F portfolio, value $5,196,845.

   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 16,418 shares

   Change vs previous 13F -1,890 shares

   0.08% of the 13F portfolio, value $5,594,269.

   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 18,308 shares

   Change vs previous 13F -690 shares

   0.09% of the 13F portfolio, value $5,967,126.

   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 18,998 shares

   Change vs previous 13F -606 shares

   0.08% of the 13F portfolio, value $5,929,656.

   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 19,604 shares

   Change vs previous 13F +48 shares

   0.08% of the 13F portfolio, value $5,533,125.

   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 19,556 shares

   Change vs previous 13F -706 shares

   0.08% of the 13F portfolio, value $5,665,627.

   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 20,262 shares

   Change vs previous 13F -273 shares

   0.09% of the 13F portfolio, value $6,119,051.

   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 20,535 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $5,673,911.

   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).