Position in DOCU
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$995
-$441 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Sound Income Strategies, LLC holds $5,608,901 across 6 Software - Application names.
All Filings in DOCU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $995 | 21 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,436 | 21 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $576 | 8 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $623 | 8 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $651 | 8 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $719 | 8 | Shares | Sole | 2025-01-21 | |
| 2022-12-31 | $2,216 | 40 | Shares | Sole | 2023-01-11 | |
| 2021-03-31 | $13,159 | 65 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $14,449 | 65 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $13,990 | 65 | Shares | Sole | 2020-10-08 | |
| No filing history on record for this holder in this stock. | ||||||