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Disclosery

Bristlecone Advisors, LLC: DOCU position timeline

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

Bristlecone Advisors, LLC held 0 DOCU shares at 2025-06-30 per its 13F-HR filed 2025-08-04.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -5,132 shares

    13F-HR 0001398344-25-014361 filed by Bristlecone 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 5,132 shares
    Change vs previous 13F -481 shares

    0.03% of the 13F portfolio, value $417,745.

    13F-HR 0001398344-25-009163 filed by Bristlecone 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 5,613 shares
    Change vs previous 13F +59 shares

    0.04% of the 13F portfolio, value $504,834.

    13F-HR 0001398344-25-001325 filed by Bristlecone 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 5,554 shares
    Change vs previous 13F -3 shares

    0.03% of the 13F portfolio, value $344,848.

    13F-HR 0001398344-24-019318 filed by Bristlecone 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 ended2024-06-30
    13F 5,557 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $297,300.

    13F-HR 0001398344-24-013068 filed by Bristlecone 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 ended2024-03-31
    13F 5,557 shares
    Change vs previous 13F -284 shares

    0.03% of the 13F portfolio, value $330,920.

    13F-HR 0001398344-24-007419 filed by Bristlecone 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 ended2023-12-31
    13F 5,841 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $347,248.

    13F-HR 0001398344-24-001002 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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