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Douglas Lane & Associates, LLC: TFC position timeline

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

Douglas Lane & Associates, LLC held 1,169,427 TFC 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 1,169,427 shares
    Change vs previous 13F -23,746 shares

    0.73% of the 13F portfolio, value $54,144,470.

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

  2. period ended2026-06-30
    13F 1,193,173 shares
    Change vs previous 13F -6,472 shares

    0.81% of the 13F portfolio, value $59,443,879.

    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 1,199,645 shares
    Change vs previous 13F +32,478 shares

    0.8% of the 13F portfolio, value $55,147,681.

    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 1,167,167 shares
    Change vs previous 13F +23,339 shares

    0.79% of the 13F portfolio, value $57,436,288.

    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 1,143,828 shares
    Change vs previous 13F -11,336 shares

    0.73% of the 13F portfolio, value $52,295,816.

    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 1,155,164 shares
    Change vs previous 13F -101,993 shares

    0.72% of the 13F portfolio, value $49,660,479.

    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 1,257,157 shares
    Change vs previous 13F -20,145 shares

    0.76% of the 13F portfolio, value $51,731,990.

    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 1,277,302 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $55,409,339.

    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).