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Disclosery

Private Advisor Group, LLC: DOCU position timeline

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

Private Advisor Group, LLC held 14,750 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,750 shares
    Change vs previous 13F -729 shares

    <0.01% of the 13F portfolio, value $655,198.

    13F-HR 0001567755-26-000003 filed by Private Advisor 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 15,479 shares
    Change vs previous 13F -1,890 shares

    <0.01% of the 13F portfolio, value $733,860.

    13F-HR 0001567755-26-000002 filed by Private Advisor 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 17,369 shares
    Change vs previous 13F -4,995 shares

    0.01% of the 13F portfolio, value $1,188,038.

    13F-HR 0001567755-26-000001 filed by Private Advisor 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 22,364 shares
    Change vs previous 13F -3,479 shares

    0.01% of the 13F portfolio, value $1,612,207.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 25,843 shares
    Change vs previous 13F -3,082 shares

    0.01% of the 13F portfolio, value $2,012,893.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 28,925 shares
    Change vs previous 13F -886 shares

    0.01% of the 13F portfolio, value $2,354,466.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 29,811 shares
    Change vs previous 13F +995 shares

    0.02% of the 13F portfolio, value $2,681,205.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 28,816 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,789,183.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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