Position in IR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$68,458,616
+$1,356,674 QoQ
Shares Held
834,963
-0.3% QoQ
Ownership
0.215%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#57
of 885 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Douglas Lane & Associates, LLC holds $81,613,430 across 6 Specialty Industrial Machinery names. IR ranks #1 (83.9% of the industry book) .
All Filings in IR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,458,616 | 834,963 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $67,101,942 | 837,518 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $67,217,298 | 848,489 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $70,187,590 | 849,523 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $69,282,701 | 832,925 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $71,812,279 | 897,317 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $79,797,117 | 882,126 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $89,561,478 | 912,403 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $88,325,003 | 972,314 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $96,784,623 | 1,019,322 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $81,393,080 | 1,052,406 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $71,378,060 | 1,120,183 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $74,202,096 | 1,135,283 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $66,722,511 | 1,146,829 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $47,622,468 | 1,100,843 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $45,820,785 | 1,088,897 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $50,391,186 | 1,000,818 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $58,895,661 | 951,926 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $48,251,494 | 957,181 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $46,602,714 | 954,778 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $46,494,050 | 944,809 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $40,509,218 | 889,140 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $29,382,780 | 825,359 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $21,479,293 | 763,844 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $17,183,746 | 692,893 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||