DOCN β€” DIGITALOCEAN HLDGS INC

Ownership history in HHM Wealth Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

HHM Wealth Advisors, LLC reported DIGITALOCEAN HLDGS INC (DOCN) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows DOCN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DOCN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HHM Wealth Advisors, LLC's position in DIGITALOCEAN HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DOCN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HHM Wealth Advisors, LLC held DOCN β€” position size vs. price
% of Fund (quarterly)    DOCN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 26 β€” 0% 0.00% $889 2025-10-29 $39.60
2025 Q2 UNCHANGED 26 β€” 0% 0.00% $743 2025-08-11 $29.56
2025 Q1 UNCHANGED 26 β€” 0% 0.00% $869 2025-05-08 $29.89
2024 Q4 INITIATED 26 β€” β€” 0.00% $886 2025-01-24 $40.18

FAQ About HHM Wealth Advisors, LLC and DOCN

These are the practical questions this page is built to answer before you even open the full history table.

How long has HHM Wealth Advisors, LLC reported owning DOCN?

HHM Wealth Advisors, LLC reported DOCN across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported DOCN position in HHM Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for DOCN was 0.00% in 2024 Q4.

What is the latest reported DOCN position on this page?

The most recent filing on this page is 2025 Q3, when HHM Wealth Advisors, LLC reported 26 shares, equal to 0.00% of portfolio, with an estimated market value of $889.

What does the chart on this DOCN ownership page compare?

The chart compares HHM Wealth Advisors, LLC's quarterly DOCN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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