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Blake Schutter Theil Wealth Advisors, LLC: DOC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blake Schutter Theil Wealth Advisors, LLC on DOC, newest first. How the timeline and the estimate are built.

Blake Schutter Theil Wealth Advisors, LLC held 14,465 DOC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,465 shares
    Change vs previous 13F -2,161 shares

    0.21% of the 13F portfolio, value $309,551.

    13F-HR 0002042011-26-000003 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 16,626 shares
    Change vs previous 13F -2,343 shares

    0.22% of the 13F portfolio, value $273,165.

    13F-HR 0002042011-26-000002 filed by Blake Schutter Theil Wealth 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 ended2025-12-31
    13F 18,969 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $305,022.

    13F-HR 0002042011-26-000001 filed by Blake Schutter Theil Wealth 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 ended2025-09-30
    13F 18,969 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $363,256.

    13F-HR 0002042011-25-000006 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 18,969 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $332,147.

    13F-HR 0002042011-25-000004 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 18,969 shares
    Change vs previous 13F +3,380 shares

    0.44% of the 13F portfolio, value $383,553.

    13F-HR 0002042011-25-000002 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 15,589 shares
    Change vs previous 13F +3,696 shares

    0.33% of the 13F portfolio, value $315,989.

    13F-HR 0002042011-25-000001 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,893 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $271,993.

    13F-HR 0002042011-24-000001 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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