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Disclosery

Shearwater Capital LLC: DOCU position timeline

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

Shearwater Capital LLC held 113,428 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,428 shares
    Change vs previous 13F 0 shares

    2.41% of the 13F portfolio, value $5,038,472.

    13F-HR 0001905665-26-000004 filed by Shearwater Capital 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 113,428 shares
    Change vs previous 13F -1,000 shares

    2.82% of the 13F portfolio, value $5,377,621.

    13F-HR 0001905665-26-000003 filed by Shearwater Capital 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 114,428 shares
    Change vs previous 13F 0 shares

    4.49% of the 13F portfolio, value $7,826,875.

    13F-HR 0001905665-26-000001 filed by Shearwater Capital 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 114,428 shares
    Change vs previous 13F 0 shares

    4.89% of the 13F portfolio, value $8,249,115.

    13F-HR 0001905665-25-000006 filed by Shearwater Capital 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 114,428 shares
    Change vs previous 13F 0 shares

    5.61% of the 13F portfolio, value $8,912,797.

    13F-HR 0001905665-25-000005 filed by Shearwater Capital 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/A 114,428 shares
    Change vs previous 13F 0 shares

    6.54% of the 13F portfolio, value $9,314,439.

    13F-HR/A 0001905665-25-000004 filed by Shearwater Capital 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 114,428 shares
    Change vs previous 13F 0 shares

    6.98% of the 13F portfolio, value $10,291,654.

    13F-HR 0001905665-25-000001 filed by Shearwater Capital 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 114,428 shares
    Change vs previous 13F not available

    4.9% of the 13F portfolio, value $7,104,835.

    13F-HR 0001905665-24-000006 filed by Shearwater Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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