Position in DOCU
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$444
-$30 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#640
of 669 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MB, LEVIS & ASSOCIATES, LLC holds $1,998,978 across 5 Software - Application names. DOCU ranks #5 (0.0% of the industry book) .
All Filings in DOCU
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444 | 10 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $474 | 10 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $684 | 10 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $720 | 10 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $778 | 10 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $814 | 10 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $899 | 10 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $620 | 10 | Shares | Sole | 2025-05-07 | |
| 2024-06-30 | $535 | 10 | Shares | Sole | 2025-05-07 | |
| 2024-03-31 | $595 | 10 | Shares | Sole | 2025-05-07 | |
| 2023-12-31 | $594 | 10 | Shares | Sole | 2025-05-07 | |
| 2023-09-30 | $420 | 10 | Shares | Sole | 2025-05-07 | |
| 2023-06-30 | $510 | 10 | Shares | Sole | 2025-05-07 | |
| 2023-03-31 | $583 | 10 | Shares | Sole | 2025-05-07 | |
| 2022-12-31 | $554 | 10 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||