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Cetera Investment Advisers: DOCU position timeline

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

Cetera Investment Advisers held 38,842 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,842 shares
    Change vs previous 13F +1,734 shares

    <0.01% of the 13F portfolio, value $1,725,326.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 37,108 shares
    Change vs previous 13F -17,289 shares

    <0.01% of the 13F portfolio, value $1,759,267.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 54,397 shares
    Change vs previous 13F -12,913 shares

    <0.01% of the 13F portfolio, value $3,720,720.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 67,310 shares
    Change vs previous 13F +15,704 shares

    0.01% of the 13F portfolio, value $4,852,414.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 51,606 shares
    Change vs previous 13F +3,507 shares

    0.01% of the 13F portfolio, value $4,019,591.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 48,099 shares
    Change vs previous 13F -2,230 shares

    0.01% of the 13F portfolio, value $3,915,218.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 50,329 shares
    Change vs previous 13F +5,302 shares

    0.01% of the 13F portfolio, value $4,526,545.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 45,027 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,795,695.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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