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

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

Douglas C. Lane & Associates, Inc. held 16,830 WM 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 16,830 shares
    Change vs previous 13F -15,870 shares

    0.02% of the 13F portfolio, value $898,000.

    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 32,700 shares
    Change vs previous 13F -28,085 shares

    0.05% of the 13F portfolio, value $1,629,000.

    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 60,785 shares
    Change vs previous 13F -6,368 shares

    0.08% of the 13F portfolio, value $2,817,000.

    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 67,153 shares
    Change vs previous 13F -28,765 shares

    0.1% of the 13F portfolio, value $3,642,000.

    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 95,918 shares
    Change vs previous 13F -2,450 shares

    0.13% of the 13F portfolio, value $4,923,000.

    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 98,368 shares
    Change vs previous 13F +180 shares

    0.14% of the 13F portfolio, value $4,675,000.

    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 98,188 shares
    Change vs previous 13F +2,511 shares

    0.13% of the 13F portfolio, value $4,392,000.

    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 95,677 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,025,000.

    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).