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Mutual Advisors, LLC: DOCT position timeline

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

Mutual Advisors, LLC held 138,512 DOCT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,512 shares
    Change vs previous 13F -5,831 shares

    0.12% of the 13F portfolio, value $6,465,740.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 144,343 shares
    Change vs previous 13F -2,885 shares

    0.13% of the 13F portfolio, value $6,268,542.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 147,228 shares
    Change vs previous 13F -2,985 shares

    0.14% of the 13F portfolio, value $6,520,728.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 150,213 shares
    Change vs previous 13F +1,095 shares

    0.14% of the 13F portfolio, value $6,571,068.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 149,118 shares
    Change vs previous 13F -9,386 shares

    0.16% of the 13F portfolio, value $6,236,741.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 158,504 shares
    Change vs previous 13F -4,622 shares

    0.17% of the 13F portfolio, value $6,051,667.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 163,126 shares
    Change vs previous 13F -2,579 shares

    0.19% of the 13F portfolio, value $6,451,633.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 165,705 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,464,152.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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