Douglas Lane & Associates, LLC: KD position timeline

Douglas Lane & Associates, LLC held 1,160,601 KD 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 1,160,601 shares

   Change vs previous 13F +98,215 shares

   0.18% of the 13F portfolio, value $13,068,367.

   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 1,062,386 shares

   Change vs previous 13F +72,067 shares

   0.16% of the 13F portfolio, value $12,015,586.

   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 990,319 shares

   Change vs previous 13F +27,929 shares

   0.19% of the 13F portfolio, value $12,992,985.

   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 962,390 shares

   Change vs previous 13F +146,257 shares

   0.35% of the 13F portfolio, value $25,561,078.

   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 816,133 shares

   Change vs previous 13F -55,729 shares

   0.34% of the 13F portfolio, value $24,508,474.

   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 871,862 shares

   Change vs previous 13F -87,934 shares

   0.53% of the 13F portfolio, value $36,583,330.

   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 959,796 shares

   Change vs previous 13F -39,490 shares

   0.44% of the 13F portfolio, value $30,137,594.

   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 999,286 shares

   Change vs previous 13F not available

   0.49% of the 13F portfolio, value $34,575,296.

   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).