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Disclosery

CERTUITY, LLC: DOCU position timeline

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

CERTUITY, LLC held 9,179 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,179 shares
    Change vs previous 13F +2,679 shares

    0.02% of the 13F portfolio, value $407,731.

    13F-HR 0001800752-26-000004 filed by CERTUITY, 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 6,500 shares
    Change vs previous 13F -903 shares

    0.02% of the 13F portfolio, value $308,165.

    13F-HR 0001800752-26-000001 filed by CERTUITY, 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 7,403 shares
    Change vs previous 13F +1,785 shares

    0.03% of the 13F portfolio, value $506,365.

    13F-HR 0001172661-26-000396 filed by CERTUITY, 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 5,618 shares
    Change vs previous 13F +1,593 shares

    0.03% of the 13F portfolio, value $405,002.

    13F-HR 0001172661-25-004776 filed by CERTUITY, 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 4,025 shares
    Change vs previous 13F -243 shares

    0.03% of the 13F portfolio, value $313,507.

    13F-HR 0001172661-25-003246 filed by CERTUITY, 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 4,268 shares
    Change vs previous 13F +232 shares

    0.04% of the 13F portfolio, value $347,411.

    13F-HR 0001172661-25-001734 filed by CERTUITY, 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 4,036 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $362,998.

    13F-HR 0001172661-25-000408 filed by CERTUITY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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