DOCS DOXIMITY INC

Ownership history in WEALTH ALLIANCE, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which WEALTH ALLIANCE, LLC 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.

Peak position
0.04% (2025 Q3)
Avg. % of fund
0.03%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,124 +378 +8.0% 0.04% $375K $73.15
2025 Q2 ADDED 4,746 +436 +10.1% 0.03% $291K $61.34
2025 Q1 ADDED 4,310 +165 +4.0% 0.03% $250K $58.03
2024 Q4 INITIATED 4,145 0.03% $221K $53.39
% of Fund (quarterly)    DOCS price (monthly, adj. close)
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