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Douglas Lane & Associates, LLC: WPM position timeline

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

Douglas Lane & Associates, LLC held 392,856 WPM 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 392,856 shares
    Change vs previous 13F -13,658 shares

    0.7% of the 13F portfolio, value $52,532,704.

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

  2. period ended2026-06-30
    13F 406,514 shares
    Change vs previous 13F -12,654 shares

    0.62% of the 13F portfolio, value $45,659,652.

    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 419,168 shares
    Change vs previous 13F -11,360 shares

    0.79% of the 13F portfolio, value $54,915,200.

    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 430,528 shares
    Change vs previous 13F -26,907 shares

    0.69% of the 13F portfolio, value $50,595,651.

    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 457,435 shares
    Change vs previous 13F -33,665 shares

    0.71% of the 13F portfolio, value $51,159,530.

    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 491,100 shares
    Change vs previous 13F -23,454 shares

    0.64% of the 13F portfolio, value $44,100,780.

    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 514,554 shares
    Change vs previous 13F -1,051 shares

    0.59% of the 13F portfolio, value $39,944,827.

    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 515,605 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $28,997,625.

    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).