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Docusign shares owned by Asset Planning

Quarter-by-quarter ownership of Docusign (DOCU) shares owned by Asset Planning from 13F filings

Historical chart of Asset Planning investment in Docusign

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All positions including Docusign held by Asset Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Docusign by Asset Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6k 50 72.10
2025-06-30 $3.9k 50 77.90
2025-03-31 $4.1k 50 81.40
2024-12-31 $4.5k 50 89.94