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Disclosery

Greenwich Wealth Management LLC: DOCU position timeline

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

Greenwich Wealth Management LLC held 120,835 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 120,835 shares
    Change vs previous 13F +27,855 shares

    0.2% of the 13F portfolio, value $5,367,000.

    13F-HR 0001439805-26-000004 filed by Greenwich Wealth 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 92,980 shares
    Change vs previous 13F +134 shares

    0.18% of the 13F portfolio, value $4,408,000.

    13F-HR 0001439805-26-000003 filed by Greenwich Wealth 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 92,846 shares
    Change vs previous 13F -662 shares

    0.28% of the 13F portfolio, value $6,351,000.

    13F-HR 0001439805-26-000002 filed by Greenwich Wealth 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 93,508 shares
    Change vs previous 13F +88 shares

    0.34% of the 13F portfolio, value $6,741,000.

    13F-HR 0001439805-25-000008 filed by Greenwich Wealth 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 93,420 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $7,277,000.

    13F-HR 0001439805-25-000007 filed by Greenwich Wealth 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 93,420 shares
    Change vs previous 13F -474 shares

    0.58% of the 13F portfolio, value $7,604,000.

    13F-HR 0001439805-25-000005 filed by Greenwich Wealth 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 93,894 shares
    Change vs previous 13F +184 shares

    0.6% of the 13F portfolio, value $8,445,000.

    13F-HR 0001439805-25-000001 filed by Greenwich Wealth 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 93,710 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $5,818,000.

    13F-HR 0001439805-24-000006 filed by Greenwich Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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