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Cauble & Harre Wealth Management, Inc.: DOX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cauble & Harre Wealth Management, Inc. on DOX, newest first. How the timeline and the estimate are built.

Cauble & Harre Wealth Management, Inc. held 4,861 DOX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,861 shares
    Change vs previous 13F -11,418 shares

    0.2% of the 13F portfolio, value $248,441.

    13F-HR 0001214659-26-009916 filed by Cauble & Harre Wealth Management, Inc.
    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 16,279 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,014,833.

    13F-HR 0001214659-26-006128 filed by Cauble & Harre Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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