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Douglas Lane & Associates, LLC: IT position timeline

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

Douglas Lane & Associates, LLC held 156,262 IT 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 156,262 shares
    Change vs previous 13F -30,482 shares

    0.39% of the 13F portfolio, value $29,149,176.

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

  2. period ended2026-06-30
    13F 186,744 shares
    Change vs previous 13F -30,873 shares

    0.33% of the 13F portfolio, value $24,205,811.

    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 217,617 shares
    Change vs previous 13F +17,199 shares

    0.5% of the 13F portfolio, value $34,457,541.

    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 200,418 shares
    Change vs previous 13F +80,591 shares

    0.69% of the 13F portfolio, value $50,561,473.

    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 119,827 shares
    Change vs previous 13F +113,241 shares

    0.44% of the 13F portfolio, value $31,499,032.

    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 6,586 shares
    Change vs previous 13F -894 shares

    0.04% of the 13F portfolio, value $2,662,225.

    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 7,480 shares
    Change vs previous 13F -248 shares

    0.05% of the 13F portfolio, value $3,139,689.

    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 7,728 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,744,023.

    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).