BOK Financial Private Wealth, Inc.: DOCU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOK Financial Private Wealth, Inc. on DOCU, newest first. How the timeline and the estimate are built.
BOK Financial Private Wealth, Inc. held 1,615 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 1,615 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $71,739.
13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,615 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $76,568.
13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,615 sharesChange vs previous 13F +1,615 shares
0.01% of the 13F portfolio, value $110,466.
13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -20 shares
13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 20 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,242.
13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).