Ownership history in Dakota Wealth Management · 5 quarters on record
This page tracks every 13F SEC filing in which Dakota Wealth Management reported a position in DOXIMITY INC (DOCS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 6,768 | -2,393 | -26.1% | 0.01% | $495K | $73.15 |
| 2025 Q1 | REDUCED | 9,161 | -14,006 | -60.5% | 0.01% | $532K | $58.03 |
| 2022 Q1 | ADDED | 23,167 | +11,764 | +103.2% | 0.10% | $1.2M | $52.09 |
| 2021 Q4 | ADDED | 11,403 | +4,183 | +57.9% | 0.06% | $572K | $50.13 |
| 2021 Q3 | INITIATED | 7,220 | — | — | 0.07% | $583K | $80.70 |
As of 2025 Q4 — sorted by position size