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Disclosery

Formidable Asset Management, LLC: DOCU position timeline

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

Formidable Asset Management, LLC held 7,162 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,162 shares
    Change vs previous 13F -223 shares

    0.05% of the 13F portfolio, value $318,136.

    13F-HR 0001592613-26-000003 filed by Formidable 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 7,385 shares
    Change vs previous 13F +2,510 shares

    0.05% of the 13F portfolio, value $350,123.

    13F-HR 0001592613-26-000002 filed by Formidable 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 4,875 shares
    Change vs previous 13F -4,356 shares

    0.05% of the 13F portfolio, value $333,450.

    13F-HR 0001592613-26-000001 filed by Formidable 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 9,231 shares
    Change vs previous 13F -674 shares

    0.11% of the 13F portfolio, value $689,022.

    13F-HR 0001592613-25-000008 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 9,905 shares
    Change vs previous 13F +5,169 shares

    0.13% of the 13F portfolio, value $788,123.

    13F-HR 0001592613-25-000004 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 4,736 shares
    Change vs previous 13F -340 shares

    0.06% of the 13F portfolio, value $385,510.

    13F-HR 0001592613-25-000002 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,076 shares
    Change vs previous 13F -1,552 shares

    0.07% of the 13F portfolio, value $456,535.

    13F-HR 0001592613-25-000001 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,628 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $411,533.

    13F-HR 0001592613-24-000006 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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