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Disclosery

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: DOCU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empirical Financial Services, LLC d.b.a. Empirical Wealth Management on DOCU, newest first. How the timeline and the estimate are built.

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 10,923 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,923 shares
    Change vs previous 13F +1,866 shares

    0.01% of the 13F portfolio, value $485,200.

    13F-HR 0001085146-26-000512 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 9,057 shares
    Change vs previous 13F +1,684 shares

    0.01% of the 13F portfolio, value $429,393.

    13F-HR 0001085146-26-000381 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 7,373 shares
    Change vs previous 13F +2,879 shares

    0.01% of the 13F portfolio, value $504,314.

    13F-HR 0001085146-26-000089 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 4,494 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $323,974.

    13F-HR 0001085146-25-005977 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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