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FinTrust Capital Advisors, LLC: DOCU position timeline

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

FinTrust Capital Advisors, LLC held 5,515 DOCU shares at 2024-09-30 per its 13F-HR filed 2024-10-11.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 5,515 shares
    Change vs previous 13F -177 shares

    0.06% of the 13F portfolio, value $328,027.

    13F-HR 0001104659-24-107966 filed by FinTrust Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 5,692 shares
    Change vs previous 13F -54 shares

    0.06% of the 13F portfolio, value $304,522.

    13F-HR 0001104659-24-082123 filed by FinTrust Capital 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 ended2024-03-31
    13F 5,746 shares
    Change vs previous 13F -404 shares

    0.07% of the 13F portfolio, value $342,175.

    13F-HR 0001104659-24-056078 filed by FinTrust Capital 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 ended2023-12-31
    13F 6,150 shares
    Change vs previous 13F -6,491 shares

    0.07% of the 13F portfolio, value $365,618.

    13F-HR 0001104659-24-017192 filed by FinTrust Capital 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 ended2023-09-30
    13F 12,641 shares
    Change vs previous 13F +4,562 shares

    0.12% of the 13F portfolio, value $530,922.

    13F-HR 0001104659-23-111012 filed by FinTrust Capital 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 ended2023-06-30
    13F 8,079 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $447,739.

    13F-HR 0001104659-23-083815 filed by FinTrust Capital 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 ended2023-03-31
    13F 8,079 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $447,739.

    13F-HR 0001104659-23-046571 filed by FinTrust Capital 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 ended2022-12-31
    13F 8,079 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $447,738.

    13F-HR 0001104659-23-021512 filed by FinTrust Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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