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Edgestream Partners, L.P.: DOCS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edgestream Partners, L.P. on DOCS, newest first. How the timeline and the estimate are built.

Edgestream Partners, L.P. held 267,402 DOCS 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 267,402 shares
    Change vs previous 13F +14,847 shares

    0.16% of the 13F portfolio, value $5,545,917.

    13F-HR 0001535061-26-000004 filed by Edgestream Partners, L.P.
    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 252,555 shares
    Change vs previous 13F +132,733 shares

    0.19% of the 13F portfolio, value $5,884,532.

    13F-HR 0001535061-26-000003 filed by Edgestream Partners, L.P.
    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 119,822 shares
    Change vs previous 13F +116,798 shares

    0.15% of the 13F portfolio, value $5,305,718.

    13F-HR 0001535061-26-000001 filed by Edgestream Partners, L.P.
    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 3,024 shares
    Change vs previous 13F -77,090 shares

    0.01% of the 13F portfolio, value $221,206.

    13F-HR 0001535061-25-000007 filed by Edgestream Partners, L.P.
    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 80,114 shares
    Change vs previous 13F +38,540 shares

    0.14% of the 13F portfolio, value $4,914,193.

    13F-HR 0001535061-25-000005 filed by Edgestream Partners, L.P.
    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 41,574 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,412,539.

    13F-HR 0001535061-25-000004 filed by Edgestream Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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