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Disclosery

Pallas Capital Advisors LLC: DOCU position timeline

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

Pallas Capital Advisors LLC held 10,466 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 10,466 shares
    Change vs previous 13F -853 shares

    0.01% of the 13F portfolio, value $464,900.

    13F-HR 0001951757-26-001193 filed by Pallas Capital 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 11,319 shares
    Change vs previous 13F +4,597 shares

    0.02% of the 13F portfolio, value $536,634.

    13F-HR 0001951757-26-000659 filed by Pallas Capital 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 6,722 shares
    Change vs previous 13F +2,049 shares

    0.02% of the 13F portfolio, value $459,785.

    13F-HR 0001951757-26-000081 filed by Pallas Capital 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 4,673 shares
    Change vs previous 13F -1,024 shares

    0.01% of the 13F portfolio, value $336,877.

    13F-HR 0001951757-25-001307 filed by Pallas Capital 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 5,697 shares
    Change vs previous 13F -260 shares

    0.02% of the 13F portfolio, value $443,739.

    13F-HR 0001951757-25-000599 filed by Pallas Capital 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 5,957 shares
    Change vs previous 13F -20 shares

    0.02% of the 13F portfolio, value $484,900.

    13F-HR 0001951757-25-000348 filed by Pallas Capital 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 5,977 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $537,571.

    13F-HR 0001951757-25-000010 filed by Pallas Capital 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 5,977 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $421,857.

    13F-HR 0001951757-24-001126 filed by Pallas Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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