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Disclosery

Creative Planning: DOCU position timeline

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

Creative Planning held 248,197 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,197 shares
    Change vs previous 13F +41,711 shares

    0.01% of the 13F portfolio, value $11,024,899.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 206,486 shares
    Change vs previous 13F +159,208 shares

    0.01% of the 13F portfolio, value $9,789,495.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 47,278 shares
    Change vs previous 13F +17,073 shares

    <0.01% of the 13F portfolio, value $3,233,788.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 30,205 shares
    Change vs previous 13F +7,322 shares

    <0.01% of the 13F portfolio, value $2,177,505.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 22,883 shares
    Change vs previous 13F -5,328 shares

    <0.01% of the 13F portfolio, value $1,782,371.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 28,211 shares
    Change vs previous 13F +8,588 shares

    <0.01% of the 13F portfolio, value $2,296,375.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 19,623 shares
    Change vs previous 13F +5,170 shares

    <0.01% of the 13F portfolio, value $1,764,893.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    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 14,453 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $897,387.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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