DOCS β€” DOXIMITY INC

Ownership history in Independent Advisor Alliance  Β·  3 quarters on record

AI Ownership Summary

Independent Advisor Alliance reported DOXIMITY INC (DOCS) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows DOCS at 0.01% 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 DOCS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Independent Advisor Alliance's position in DOXIMITY 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

DOCS was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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 Independent Advisor Alliance held DOCS β€” position size vs. price
% of Fund (quarterly)    DOCS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,305 -479 -12.7% 0.01% $242K 2025-11-04 $65.82
2025 Q2 ADDED 3,784 +110 +3.0% 0.01% $232K 2025-08-11 $61.83
2025 Q1 INITIATED 3,674 β€” β€” 0.01% $213K 2025-05-12 $61.04

🏒 Other funds also holding DOCS

As of 2026 Q1 β€” sorted by position size

Aspect Partners, LLC 0.0%

FAQ About Independent Advisor Alliance and DOCS

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

How long has Independent Advisor Alliance reported owning DOCS?

Independent Advisor Alliance reported DOCS across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported DOCS position in Independent Advisor Alliance's portfolio?

The largest reported portfolio weight for DOCS was 0.01% in 2025 Q1.

What is the latest reported DOCS position on this page?

The most recent filing on this page is 2025 Q3, when Independent Advisor Alliance reported 3,305 shares, equal to 0.01% of portfolio, with an estimated market value of $242K.

What does the chart on this DOCS ownership page compare?

The chart compares Independent Advisor Alliance's quarterly DOCS 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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