HB Wealth Management, LLC: DOCU position timeline

HB Wealth Management, LLC held 11,632 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 11,632 shares

   Change vs previous 13F +2,687 shares

   <0.01% of the 13F portfolio, value $516,693.

   13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 8,945 shares

   Change vs previous 13F +4,916 shares

   <0.01% of the 13F portfolio, value $424,082.

   13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 4,029 shares

   Change vs previous 13F +4,029 shares

   <0.01% of the 13F portfolio, value $275,584.

   13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -2,941 shares

   13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-03-31

   13F 2,941 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $239,397.

   13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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