Position in DOCU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$805
New position
Shares Held
17
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026RMG Wealth Management LLC holds $106,297 across 9 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
340 | $33,755 | |
| 2 | CRM |
Salesforce, Inc.
|
200 | $31,332 | |
| 3 | INTU |
Intuit Inc.
|
49 | $12,789 | |
| 4 | SHOP |
Shopify Inc.
|
100 | $11,418 | |
| 5 | PAYX |
Paychex Inc
|
91 | $8,948 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
18 | $6,755 | |
| 7 | MSTR |
Strategy Inc
|
14 | $1,217 | |
| 8 | AIXI |
Xiao-I Corp
|
28 | $51 |
All Filings in DOCU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $805 | 17 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||