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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

DOCU holding history

DocuSign, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOCU overviewAll 13F holders of DOCUFull Q2 2026 holdings

Shares (Q2 2026)
1,297
Value
$57.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DOCU by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,297$57.6K<0.1%+735+130.8%AddedHolders
Q1 2026562$26.6K<0.1%−1,223−68.5%ReducedHolders
Q4 20251,785$122.1K<0.1%−87−4.6%ReducedHolders
Q3 20251,872$135.0K<0.1%+202+12.1%AddedHolders
Q2 20251,670$130.1K<0.1%+470+39.2%AddedHolders
Q1 20251,200$97.7K<0.1%00.0%UnchangedHolders
Q4 20241,200$107.9K<0.1%+186+18.3%AddedHolders
Q3 20241,014$63.0K<0.1%00.0%UnchangedHolders
Q2 20241,014$54.2K<0.1%−151−13.0%ReducedHolders
Q1 20241,165$69.6K<0.1%+864+287.0%AddedHolders
Q4 2023301$17.9K<0.1%+151+100.7%AddedHolders
Q3 2023150$6.30K<0.1%00.0%UnchangedHolders
Q2 2023150$7.66K<0.1%00.0%UnchangedHolders
Q1 2023150$8.74K<0.1%00.0%UnchangedHolders
Q4 2022150$8.31K<0.1%+100+200.0%AddedHolders
Q3 202250$3.00K<0.1%−180−78.3%ReducedHolders
Q2 2022230$13.0K<0.1%−135−37.0%ReducedHolders
Q1 2022365$39.0K<0.1%+85+30.4%AddedHolders
Q4 2021280$43.0K<0.1%+260+1,300.0%AddedHolders
Q3 202120$5.00K<0.1%00.0%UnchangedHolders
Q2 202120$6.00K<0.1%00.0%UnchangedHolders
Q1 202120$4.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.