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Disclosery

Vident Advisory, LLC: DOCU position timeline

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

Vident Advisory, LLC held 4,742 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,742 shares
    Change vs previous 13F -6,743 shares

    <0.01% of the 13F portfolio, value $210,640.

    13F-HR 0001172661-26-003342 filed by Vident Advisory, 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 11,485 shares
    Change vs previous 13F -34,888 shares

    <0.01% of the 13F portfolio, value $544,504.

    13F-HR 0001172661-26-001995 filed by Vident Advisory, 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 46,373 shares
    Change vs previous 13F +702 shares

    0.03% of the 13F portfolio, value $3,171,913.

    13F-HR 0001172661-26-001275 filed by Vident Advisory, 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 45,671 shares
    Change vs previous 13F +529 shares

    0.03% of the 13F portfolio, value $3,292,422.

    13F-HR 0001172661-25-004874 filed by Vident Advisory, 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 45,142 shares
    Change vs previous 13F +6,270 shares

    0.04% of the 13F portfolio, value $3,516,110.

    13F-HR 0001172661-25-003424 filed by Vident Advisory, 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 38,872 shares
    Change vs previous 13F +8,195 shares

    0.05% of the 13F portfolio, value $3,164,182.

    13F-HR 0001172661-25-001986 filed by Vident Advisory, 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 30,677 shares
    Change vs previous 13F +4,931 shares

    0.05% of the 13F portfolio, value $2,759,105.

    13F-HR 0001172661-25-000890 filed by Vident Advisory, 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 25,746 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,598,571.

    13F-HR 0001172661-24-004772 filed by Vident Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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