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

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

Douglas C. Lane & Associates, Inc. held 44,679 WFC 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 44,679 shares
    Change vs previous 13F -2,597 shares

    0.07% of the 13F portfolio, value $2,429,000.

    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 47,276 shares
    Change vs previous 13F +5,922 shares

    0.07% of the 13F portfolio, value $2,428,000.

    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 41,354 shares
    Change vs previous 13F -1,698 shares

    0.06% of the 13F portfolio, value $2,326,000.

    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 43,052 shares
    Change vs previous 13F +3,789 shares

    0.06% of the 13F portfolio, value $2,342,000.

    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 39,263 shares
    Change vs previous 13F +5,601 shares

    0.06% of the 13F portfolio, value $2,152,000.

    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 33,662 shares
    Change vs previous 13F +11,344 shares

    0.05% of the 13F portfolio, value $1,746,000.

    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 22,318 shares
    Change vs previous 13F +2,091 shares

    0.04% of the 13F portfolio, value $1,173,000.

    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 20,227 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,006,000.

    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).