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Norris Financial Group, LLC: DOCN position timeline

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

Norris Financial Group, LLC held 64,313 DOCN shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,313 shares
    Change vs previous 13F -20,022 shares

    4.02% of the 13F portfolio, value $10,099,070.

    13F-HR 0002129318-26-000029 filed by Norris Financial Group, 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 84,335 shares
    Change vs previous 13F -2,268 shares

    2.36% of the 13F portfolio, value $7,234,256.

    13F-HR 0002129318-26-000002 filed by Norris Financial Group, 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 86,603 shares
    Change vs previous 13F +79,960 shares

    1.42% of the 13F portfolio, value $4,167,336.

    13F-HR 0002129318-26-000003 filed by Norris Financial Group, 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 6,643 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $226,925.

    13F-HR 0002129318-26-000004 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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