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Docusign shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of Docusign (DOCU) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management investment in Docusign

Tip: Access up to 7 years of quarterly data

All positions including Docusign held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Docusign by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $247k 3.2k 77.89
2025-03-31 $246k 3.0k 81.40
2024-12-31 $312k 3.5k 89.94