Position in DOCU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,754
+$2,751 QoQ
Shares Held
62
-23.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#591
of 669 holders
Holding Since
Dec 2020
16 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, 2026Avion Wealth holds $894,697 across 68 Software - Application names. DOCU ranks #34 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
743 | $166,394 | |
| 2 | SHOP |
Shopify Inc.
|
1,050 | $119,889 | |
| 3 | ADBE |
Adobe Inc.
|
348 | $71,346 | |
| 4 | DUOL |
Duolingo, Inc.
|
614 | $70,622 | |
| 5 | UBER |
Uber Technologies, Inc
|
968 | $69,850 | |
| 6 | CRM |
Salesforce, Inc.
|
384 | $60,157 | |
| 7 | DDOG |
Datadog, Inc.
|
160 | $41,657 | |
| 8 | INTU |
Intuit Inc.
|
151 | $39,411 |
All Filings in DOCU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,754 | 62 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3 | 81 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2 | 35 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1 | 25 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,025 | 26 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $39,641 | 487 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $43,800 | 487 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,388 | 119 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $5,350 | 100 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1 | 9 | Shares | Sole | 2024-05-03 | |
| 2023-09-30 | $966 | 23 | Shares | Sole | 2023-10-20 | |
| 2022-06-30 | $1,147 | 20 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $23,303 | 153 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $39,386 | 153 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $42,774 | 153 | Shares | Sole | 2021-07-27 | |
| 2020-12-31 | $33,345 | 150 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||