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Disclosery

LPL Financial LLC: DOCU position timeline

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

LPL Financial LLC held 95,774 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,774 shares
    Change vs previous 13F -22,316 shares

    <0.01% of the 13F portfolio, value $4,254,243.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 118,090 shares
    Change vs previous 13F -51,335 shares

    <0.01% of the 13F portfolio, value $5,598,606.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 169,425 shares
    Change vs previous 13F +1,207 shares

    <0.01% of the 13F portfolio, value $11,588,676.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 168,218 shares
    Change vs previous 13F -7,255 shares

    <0.01% of the 13F portfolio, value $12,126,871.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 175,473 shares
    Change vs previous 13F -17,820 shares

    <0.01% of the 13F portfolio, value $13,667,630.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 193,293 shares
    Change vs previous 13F -16,634 shares

    0.01% of the 13F portfolio, value $15,734,068.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 209,927 shares
    Change vs previous 13F +23,181 shares

    0.01% of the 13F portfolio, value $18,880,848.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 186,746 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,595,068.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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