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Farther Finance Advisors, LLC: DOCU position timeline

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

Farther Finance Advisors, LLC held 15,841 DOCU shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,841 shares
    Change vs previous 13F +4,060 shares

    0.01% of the 13F portfolio, value $1,063,723.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,781 shares
    Change vs previous 13F +1,637 shares

    <0.01% of the 13F portfolio, value $524,587.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,144 shares
    Change vs previous 13F +460 shares

    <0.01% of the 13F portfolio, value $488,636.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,684 shares
    Change vs previous 13F +768 shares

    0.01% of the 13F portfolio, value $662,386.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,916 shares
    Change vs previous 13F +827 shares

    0.01% of the 13F portfolio, value $642,754.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,089 shares
    Change vs previous 13F +3,262 shares

    0.01% of the 13F portfolio, value $629,633.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,827 shares
    Change vs previous 13F +3,312 shares

    0.01% of the 13F portfolio, value $399,145.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,515 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $136,259.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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