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WealthTrust Axiom LLC: DOCU position timeline

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

WealthTrust Axiom LLC held 85,193 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,193 shares
    Change vs previous 13F +26,113 shares

    0.85% of the 13F portfolio, value $3,784,273.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom 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 59,080 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,800,982.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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