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Disclosery

Heron Bay Capital Management: DOCU position timeline

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

Heron Bay Capital Management held 96,243 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,243 shares
    Change vs previous 13F +15,926 shares

    0.39% of the 13F portfolio, value $4,275,114.

    13F-HR 0001951757-26-001224 filed by Heron Bay Capital Management
    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 80,317 shares
    Change vs previous 13F +80,317 shares

    0.35% of the 13F portfolio, value $3,807,829.

    13F-HR 0001951757-26-000852 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -16,093 shares

    13F-HR 0001951757-25-001403 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

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

  4. period ended2025-06-30
    13F 16,093 shares
    Change vs previous 13F +66 shares

    0.25% of the 13F portfolio, value $1,253,484.

    13F-HR 0001951757-25-001071 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 16,027 shares
    Change vs previous 13F -156 shares

    0.27% of the 13F portfolio, value $1,304,598.

    13F-HR 0001951757-25-000547 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 16,183 shares
    Change vs previous 13F -1 shares

    0.3% of the 13F portfolio, value $1,455,499.

    13F-HR 0001951757-25-000235 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 16,184 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,004,865.

    13F-HR 0001951757-24-001193 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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