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

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

Douglas C. Lane & Associates, Inc. held 29,829 UPS 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 29,829 shares
    Change vs previous 13F -325 shares

    0.08% of the 13F portfolio, value $2,870,000.

    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 30,154 shares
    Change vs previous 13F -2,036 shares

    0.08% of the 13F portfolio, value $2,976,000.

    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 32,190 shares
    Change vs previous 13F -2,450 shares

    0.08% of the 13F portfolio, value $3,120,000.

    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 34,640 shares
    Change vs previous 13F -3,475 shares

    0.09% of the 13F portfolio, value $3,358,000.

    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 38,115 shares
    Change vs previous 13F -1,115 shares

    0.11% of the 13F portfolio, value $4,237,000.

    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 39,230 shares
    Change vs previous 13F -689 shares

    0.12% of the 13F portfolio, value $3,856,000.

    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 39,919 shares
    Change vs previous 13F -1,758 shares

    0.12% of the 13F portfolio, value $4,098,000.

    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 41,677 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,059,000.

    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).