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Disclosery

AFFINITY INVESTMENT ADVISORS, LLC: DOCU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFFINITY INVESTMENT ADVISORS, LLC on DOCU, newest first. How the timeline and the estimate are built.

AFFINITY INVESTMENT ADVISORS, LLC held 0 DOCU shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -9,598 shares

    13F-HR 0001941040-25-000489 filed by AFFINITY INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 9,598 shares
    Change vs previous 13F +1,556 shares

    0.64% of the 13F portfolio, value $781,277.

    13F-HR 0001941040-25-000294 filed by AFFINITY INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 8,042 shares
    Change vs previous 13F -2,071 shares

    0.6% of the 13F portfolio, value $723,297.

    13F-HR 0001941040-25-000119 filed by AFFINITY INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 10,113 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $627,916.

    13F-HR 0001941040-24-000446 filed by AFFINITY INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).