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

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

Douglas C. Lane & Associates, Inc. held 109,553 SWK 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 109,553 shares
    Change vs previous 13F -7,224 shares

    0.32% of the 13F portfolio, value $11,693,000.

    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 116,777 shares
    Change vs previous 13F +615 shares

    0.32% of the 13F portfolio, value $11,325,000.

    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 116,162 shares
    Change vs previous 13F -3,828 shares

    0.33% of the 13F portfolio, value $12,225,000.

    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 119,990 shares
    Change vs previous 13F +75,972 shares

    0.3% of the 13F portfolio, value $11,442,000.

    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 44,018 shares
    Change vs previous 13F +38,113 shares

    0.11% of the 13F portfolio, value $4,229,000.

    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 5,905 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $524,000.

    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).