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Douglas C. Lane & Associates, Inc.: SCHW position timeline

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

Douglas C. Lane & Associates, Inc. held 7,982 SCHW shares at 2015-12-31 per its 13F-HR filed 2016-01-25.

the latest 13F is the newest step

  1. period ended2015-12-31
    13F 7,982 shares
    Change vs previous 13F -61 shares

    0.01% of the 13F portfolio, value $263,000.

    13F-HR 0001004248-16-000008 filed by Douglas C. Lane & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2015-09-30
    13F 8,043 shares
    Change vs previous 13F +1,003 shares

    0.01% of the 13F portfolio, value $230,000.

    13F-HR 0001004248-15-000006 filed by Douglas C. Lane & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2015-06-30
    13F 7,040 shares
    Change vs previous 13F -400 shares

    0.01% of the 13F portfolio, value $230,000.

    13F-HR 0001004248-15-000005 filed by Douglas C. Lane & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2015-03-31
    13F 7,440 shares
    Change vs previous 13F +348 shares

    0.01% of the 13F portfolio, value $226,000.

    13F-HR 0001004248-15-000004 filed by Douglas C. Lane & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2014-12-31
    13F/A 7,092 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $214,000.

    13F-HR/A 0001004248-15-000003 filed by Douglas C. Lane & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2014-09-30
    13F 7,074 shares
    Change vs previous 13F -975 shares

    0.01% of the 13F portfolio, value $208,000.

    13F-HR 0001004248-14-000004 filed by Douglas C. Lane & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2014-06-30
    13F 8,049 shares
    Change vs previous 13F -612 shares

    0.01% of the 13F portfolio, value $217,000.

    13F-HR 0001004248-14-000003 filed by Douglas C. Lane & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2014-03-31
    13F 8,661 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $237,000.

    13F-HR 0001004248-14-000002 filed by Douglas C. Lane & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).