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OAK FAMILY ADVISORS, LLC: DOCU position timeline

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

OAK FAMILY ADVISORS, LLC held 60,240 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,240 shares
    Change vs previous 13F -39,944 shares

    0.77% of the 13F portfolio, value $2,675,861.

    13F-HR 0001846161-26-000003 filed by OAK FAMILY 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 100,184 shares
    Change vs previous 13F -2,206 shares

    1.46% of the 13F portfolio, value $4,749,723.

    13F-HR 0001846161-26-000002 filed by OAK FAMILY 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 102,390 shares
    Change vs previous 13F +3,320 shares

    2.15% of the 13F portfolio, value $7,003,476.

    13F-HR 0001846161-26-000001 filed by OAK FAMILY 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 99,070 shares
    Change vs previous 13F +3,936 shares

    2.32% of the 13F portfolio, value $7,141,956.

    13F-HR 0001846161-25-000005 filed by OAK FAMILY 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 95,134 shares
    Change vs previous 13F +24,295 shares

    2.68% of the 13F portfolio, value $7,409,987.

    13F-HR 0001846161-25-000004 filed by OAK FAMILY 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 70,839 shares
    Change vs previous 13F -12,635 shares

    2.4% of the 13F portfolio, value $5,766,295.

    13F-HR 0001846161-25-000002 filed by OAK FAMILY 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 83,474 shares
    Change vs previous 13F -27,647 shares

    2.94% of the 13F portfolio, value $7,507,652.

    13F-HR 0001846161-25-000001 filed by OAK FAMILY 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 111,121 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $6,899,503.

    13F-HR 0001846161-24-000006 filed by OAK FAMILY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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