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Disclosery

Concorde Asset Management, LLC: DOCU position timeline

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

Concorde Asset Management, LLC held 5,064 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,064 shares
    Change vs previous 13F +146 shares

    0.13% of the 13F portfolio, value $224,943.

    13F-HR 0001062993-26-004482 filed by Concorde Asset Management, 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 4,918 shares
    Change vs previous 13F -5,532 shares

    0.11% of the 13F portfolio, value $233,162.

    13F-HR 0001062993-26-002944 filed by Concorde Asset Management, 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 10,450 shares
    Change vs previous 13F -4,926 shares

    0.29% of the 13F portfolio, value $714,780.

    13F-HR 0001062993-26-000868 filed by Concorde Asset Management, 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 15,376 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,050,420.

    13F-HR 0001062993-25-016846 filed by Concorde Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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