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Disclosery

Optas, LLC: DOCU position timeline

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

Optas, LLC held 5,148 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,148 shares
    Change vs previous 13F -3,094 shares

    0.03% of the 13F portfolio, value $228,674.

    13F-HR 0001802961-26-000004 filed by Optas, 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 8,242 shares
    Change vs previous 13F +3,288 shares

    0.06% of the 13F portfolio, value $390,754.

    13F-HR 0001802961-26-000002 filed by Optas, 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 4,954 shares
    Change vs previous 13F -646 shares

    0.05% of the 13F portfolio, value $338,851.

    13F-HR 0001802961-26-000001 filed by Optas, 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 5,600 shares
    Change vs previous 13F +306 shares

    0.07% of the 13F portfolio, value $403,709.

    13F-HR 0001802961-25-000004 filed by Optas, 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 5,294 shares
    Change vs previous 13F +2,206 shares

    0.08% of the 13F portfolio, value $412,351.

    13F-HR 0001085146-25-004086 filed by Optas, 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 3,088 shares
    Change vs previous 13F +219 shares

    0.04% of the 13F portfolio, value $251,364.

    13F-HR 0001085146-25-002171 filed by Optas, 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 2,869 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $258,038.

    13F-HR 0001085146-25-000492 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

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