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Douglas Lane & Associates, LLC: PEP position timeline

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

Douglas Lane & Associates, LLC held 529,950 PEP 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 529,950 shares
    Change vs previous 13F +18,714 shares

    0.9% of the 13F portfolio, value $67,155,225.

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

  2. period ended2026-06-30
    13F 511,236 shares
    Change vs previous 13F +6,620 shares

    0.94% of the 13F portfolio, value $69,221,371.

    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 504,616 shares
    Change vs previous 13F +24,987 shares

    1.13% of the 13F portfolio, value $78,361,891.

    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 479,629 shares
    Change vs previous 13F +89,973 shares

    0.94% of the 13F portfolio, value $68,836,298.

    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 389,656 shares
    Change vs previous 13F +83,857 shares

    0.76% of the 13F portfolio, value $54,723,280.

    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 305,799 shares
    Change vs previous 13F +70,450 shares

    0.59% of the 13F portfolio, value $40,377,742.

    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 235,349 shares
    Change vs previous 13F +14,427 shares

    0.52% of the 13F portfolio, value $35,288,249.

    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 220,922 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $33,593,459.

    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).