Douglas Lane & Associates, LLC
Holdings in USB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $75,178,904 | 1,408,900 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $67,316,343 | 1,392,848 | Shares | Sole | 2025-10-10 |
| 2025-06-30 | $63,667,609 | 1,407,019 | Shares | Sole | 2025-07-07 |
| 2025-03-31 | $61,285,116 | 1,451,566 | Shares | Sole | 2025-04-09 |
| 2024-12-31 | $70,843,978 | 1,481,162 | Shares | Sole | 2025-01-08 |
| 2024-09-30 | $69,625,113 | 1,522,526 | Shares | Sole | 2024-10-10 |
| 2024-06-30 | $63,410,547 | 1,597,243 | Shares | Sole | 2024-07-08 |
| 2024-03-31 | $73,255,522 | 1,638,826 | Shares | Sole | 2024-04-11 |
| 2023-12-31 | $73,131,168 | 1,689,722 | Shares | Sole | 2024-01-17 |
| 2023-09-30 | $53,884,791 | 1,629,909 | Shares | Sole | 2023-10-16 |
| 2023-06-30 | $53,881,929 | 1,630,809 | Shares | Sole | 2023-07-19 |
| 2023-03-31 | $58,525,372 | 1,623,450 | Shares | Sole | 2023-04-17 |
| 2022-12-31 | $70,478,600 | 1,616,111 | Shares | Sole | 2023-01-17 |
| 2022-09-30 | $60,963,194 | 1,511,984 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $68,637,311 | 1,491,467 | Shares | Sole | 2022-07-18 |
| 2022-03-31 | $80,519,433 | 1,514,947 | Shares | Sole | 2022-04-25 |
| 2021-12-31 | $88,459,268 | 1,574,849 | Shares | Sole | 2022-01-25 |
| 2021-09-30 | $99,435,155 | 1,672,866 | Shares | Sole | 2021-10-21 |
| 2021-06-30 | $96,589,444 | 1,695,444 | Shares | Sole | 2021-07-19 |
| 2021-03-31 | $93,968,205 | 1,698,937 | Shares | Sole | 2021-04-19 |
| 2020-12-31 | $78,509,833 | 1,685,122 | Shares | Sole | 2021-01-14 |
| 2020-09-30 | $61,209,322 | 1,707,373 | Shares | Sole | 2020-10-19 |
| 2020-06-30 | $59,193,267 | 1,607,639 | Shares | Sole | 2020-07-28 |
| 2020-03-31 | $52,854,430 | 1,534,236 | Shares | Sole | 2020-04-20 |