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Douglas Lane & Associates, LLC: CFRUY position timeline

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

Douglas Lane & Associates, LLC held 2,276,099 CFRUY 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 2,276,099 shares
    Change vs previous 13F -177,016 shares

    0.65% of the 13F portfolio, value $48,480,909.

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

  2. period ended2026-06-30
    13F 2,453,115 shares
    Change vs previous 13F -142,305 shares

    0.77% of the 13F portfolio, value $56,691,488.

    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 2,595,420 shares
    Change vs previous 13F -37,586 shares

    0.65% of the 13F portfolio, value $44,750,751.

    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 2,633,006 shares
    Change vs previous 13F -109,562 shares

    0.78% of the 13F portfolio, value $57,179,938.

    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 2,742,568 shares
    Change vs previous 13F -48,560 shares

    0.73% of the 13F portfolio, value $52,255,794.

    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 2,791,128 shares
    Change vs previous 13F -47,421 shares

    0.76% of the 13F portfolio, value $52,403,707.

    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 2,838,549 shares
    Change vs previous 13F -55,829 shares

    0.72% of the 13F portfolio, value $49,071,132.

    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 2,894,378 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $44,042,592.

    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).