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Disclosery

CapWealth Advisors, LLC: DOCU position timeline

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

CapWealth Advisors, LLC held 154,028 DOCU shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 154,028 shares
    Change vs previous 13F +24,350 shares

    0.78% of the 13F portfolio, value $10,342,980.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 129,678 shares
    Change vs previous 13F +16,014 shares

    0.4% of the 13F portfolio, value $5,760,297.

    13F-HR 0001531809-26-000005 filed by CapWealth 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 ended2026-03-31
    13F 113,664 shares
    Change vs previous 13F +11,619 shares

    0.4% of the 13F portfolio, value $5,388,810.

    13F-HR 0001531809-26-000004 filed by CapWealth 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 ended2025-12-31
    13F/A 102,045 shares
    Change vs previous 13F +21,681 shares

    0.48% of the 13F portfolio, value $6,979,878.

    13F-HR/A 0001531809-26-000003 filed by CapWealth 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 ended2025-09-30
    13F/A 80,364 shares
    Change vs previous 13F +2,531 shares

    0.4% of the 13F portfolio, value $5,793,441.

    13F-HR/A 0001531809-26-000002 filed by CapWealth 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 ended2025-06-30
    13F 77,833 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $6,062,412.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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