Position in DOCU
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$982,703
-$27,082 QoQ
Shares Held
22,123
+3.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#256
of 669 holders
Holding Since
Dec 2020
21 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, 2026MITCHELL & PAHL PRIVATE WEALTH, LLC holds $5,535,754 across 5 Software - Application names. DOCU ranks #3 (17.8% of the industry book) .
All Filings in DOCU
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $982,703 | 22,123 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,009,785 | 21,299 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,464,444 | 21,410 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,544,311 | 21,422 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,656,953 | 21,273 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,686,363 | 20,717 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,884,692 | 20,955 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,279,674 | 20,610 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,048,279 | 19,594 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,157,354 | 19,435 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,058,863 | 17,811 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $831,180 | 19,790 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $915,686 | 17,923 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,026,488 | 17,607 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $964,917 | 17,411 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $911,075 | 17,039 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $972,361 | 16,946 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $346,758 | 1,347 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $392,236 | 1,403 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $316,226 | 1,562 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $347,232 | 1,562 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||