Strategic Investment Advisors / MI: DOCU position timeline

Strategic Investment Advisors / MI held 3,458 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,458 shares

   Change vs previous 13F +602 shares

   0.01% of the 13F portfolio, value $153,610.

   13F-HR 0001760540-26-000003 filed by Strategic Investment Advisors / MI
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,856 shares

   Change vs previous 13F -338 shares

   0.01% of the 13F portfolio, value $135,409.

   13F-HR 0001760540-26-000002 filed by Strategic Investment Advisors / MI
   Filed 2026-05-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,194 shares

   Change vs previous 13F -737 shares

   0.02% of the 13F portfolio, value $218,470.

   13F-HR 0001760540-26-000001 filed by Strategic Investment Advisors / MI
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F/A 3,931 shares

   Change vs previous 13F -168 shares

   0.03% of the 13F portfolio, value $282,953.

   13F-HR/A 0001760540-25-000005 filed by Strategic Investment Advisors / MI
   Filed 2025-12-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-06-30

   13F 4,099 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $319,271.

   13F-HR 0001760540-25-000001 filed by Strategic Investment Advisors / MI
   Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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