Douglas Lane & Associates, LLC: URI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Douglas Lane & Associates, LLC on URI, newest first. How the timeline and the estimate are built.
Douglas Lane & Associates, LLC held 11,660 URI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 11,660 sharesChange vs previous 13F -511 shares
0.16% of the 13F portfolio, value $11,669,095.
13F-HR 0001672594-26-000004 filed by Douglas Lane & Associates, LLC
Accepted , ingested - period ended2026-06-3013F 12,171 sharesChange vs previous 13F -239 shares
0.19% of the 13F portfolio, value $13,788,404.
13F-HR 0001672594-26-000003 filed by Douglas Lane & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,410 sharesChange vs previous 13F -98 shares
0.13% of the 13F portfolio, value $9,041,430.
13F-HR 0001672594-26-000002 filed by Douglas Lane & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,508 sharesChange vs previous 13F -350 shares
0.14% of the 13F portfolio, value $10,122,975.
13F-HR 0001672594-26-000001 filed by Douglas Lane & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,858 sharesChange vs previous 13F -1,087 shares
0.17% of the 13F portfolio, value $12,275,018.
13F-HR 0001672594-25-000006 filed by Douglas Lane & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,945 sharesChange vs previous 13F -602 shares
0.15% of the 13F portfolio, value $10,506,163.
13F-HR 0001672594-25-000005 filed by Douglas Lane & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,547 sharesChange vs previous 13F +21 shares
0.13% of the 13F portfolio, value $9,116,617.
13F-HR 0001672594-25-000003 filed by Douglas Lane & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,526 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $10,232,710.
13F-HR 0001672594-25-000001 filed by Douglas Lane & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).