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Manager record

Douglas Lane & Associates, LLC

New York, NY · CIK 1672594 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$7.46BReported 13F valueQ3 2026 · as filed
246Holdings listed
+1.2%vs prior quartervalue change includes market moves
6Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $6.9B$6.9BQ2 2025238 holdingsQ3 2025: $7.2B$7.2BQ3 2025240 holdingsQ4 2025: $7.3B$7.3BQ4 2025240 holdingsQ1 2026: $6.9B$6.9BQ1 2026241 holdingsQ2 2026: $7.4B$7.4BQ2 2026250 holdingsQ3 2026: $7.5B$7.5BQ3 2026246 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 09 2026 13F-HR · period Q3 2026

$7.46B · 246 holdings listed · View original SEC filing ↗

Jul 14 2026 13F-HR · period Q2 2026

$7.37B · 250 holdings listed · View original SEC filing ↗

Apr 15 2026 13F-HR · period Q1 2026

$6.93B · 241 holdings listed · View original SEC filing ↗

Jan 22 2026 13F-HR · period Q4 2025

$7.29B · 240 holdings listed · View original SEC filing ↗

Oct 10 2025 13F-HR · period Q3 2025

$7.18B · 240 holdings listed · View original SEC filing ↗

Jul 07 2025 13F-HR · period Q2 2025

$6.90B · 238 holdings listed · View original SEC filing ↗

Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 09, 2026 · Change methodology