Position in DOCU
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$5,973
-$37,178 QoQ
Shares Held
126
-77.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $1,968,417 across 7 Software - Application names.
All Filings in DOCU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,973 | 126 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $43,151 | 554 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||