Position in DOCU
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$185,136
-$197,972 QoQ
Shares Held
3,905
-30.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Western Wealth Management, LLC holds $15,595,372 across 14 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
50,032 | $3,610,308 | |
| 2 | NOW |
ServiceNow, Inc.
|
28,399 | $2,819,452 | |
| 3 | CRM |
Salesforce, Inc.
|
9,795 | $1,534,484 | |
| 4 | PAYX |
Paychex Inc
|
12,340 | $1,213,392 | |
| 5 | ADP |
Automatic Data Processing Inc
|
4,322 | $967,911 | |
| 6 | MSTR |
Strategy Inc
|
11,002 | $956,403 | |
| 7 | SSNC |
SS&C Technologies Holdings Inc
|
13,647 | $846,796 | |
| 8 | ADBE |
Adobe Inc.
|
3,514 | $720,440 |
All Filings in DOCU
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $185,136 | 3,905 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $383,108 | 5,601 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $411,778 | 5,712 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $460,485 | 5,912 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $479,201 | 5,887 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $539,460 | 5,998 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $343,233 | 5,528 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $298,958 | 5,588 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $342,114 | 5,745 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $344,631 | 5,797 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $248,934 | 5,927 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $294,891 | 5,772 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $337,965 | 5,797 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $324,040 | 5,847 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $637,415 | 11,921 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $684,141 | 11,923 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,345,748 | 12,563 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,007,378 | 6,614 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $2,006,473 | 7,177 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,532,546 | 7,570 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $265,203 | 1,193 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $231,167 | 1,074 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||