B. Riley Wealth Management, Inc.: DOCU position timeline

B. Riley Wealth Management, Inc. held 8,822 DOCU shares at 2022-06-30 per its 13F-HR filed 2022-09-09.

the latest 13F is the newest step

1. period ended2022-06-30

   13F 8,822 shares

   Change vs previous 13F +1,978 shares

   <0.01% of the 13F portfolio, value $506,000.

   13F-HR 0001213900-22-055032 filed by B. Riley Wealth Management, Inc.
   Filed 2022-09-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

2. period ended2022-03-31

   13F 6,844 shares

   Change vs previous 13F +236 shares

   0.06% of the 13F portfolio, value $733,000.

   13F-HR 0001213900-22-025213 filed by B. Riley Wealth Management, Inc.
   Filed 2022-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

3. period ended2021-12-31

   13F 6,608 shares

   Change vs previous 13F +1,250 shares

   0.07% of the 13F portfolio, value $1,006,000.

   13F-HR 0001213900-22-006241 filed by B. Riley Wealth Management, Inc.
   Filed 2022-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

4. period ended2021-09-30

   13F 5,358 shares

   Change vs previous 13F +5,358 shares

   0.11% of the 13F portfolio, value $1,379,000.

   13F-HR 0001213900-21-058322 filed by B. Riley Wealth Management, Inc.
   Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

5. period ended2020-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001213900-20-036301 filed by B. Riley Wealth Management, Inc.
   Filed 2020-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

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