CapWealth Advisors, LLC
- SEC CIK
- 0001531809
- Latest filing
- Jul 28, 2026
DOCU holding history
DocuSign, Inc. in every 13F filed by CapWealth 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)
- 129,678
- Value
- $5.76M
- % of portfolio
- 0.4%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 129,678 | $5.76M | 0.4% | +16,014+14.1% | Added | Holders |
| Q1 2026 | 113,664 | $5.39M | 0.4% | +11,619+11.4% | Added | Holders |
| Q4 2025 | 102,045 | $6.98M | 0.5% | +21,681+27.0% | Added | Holders |
| Q3 2025 | 80,364 | $5.79M | 0.4% | +2,531+3.3% | Added | Holders |
| Q2 2025 | 77,833 | $6.06M | 0.6% | +77,833 | New | Holders |