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Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

DOCU holding history

DocuSign, Inc. in every 13F filed by Segment Wealth Management, 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 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of DOCU by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−8,588−100.0%Sold outHolders
Q1 20228,588$920.0K0.1%+5,189+152.7%AddedHolders
Q4 20213,399$518.0K0.1%−2,082−38.0%ReducedHolders
Q3 20215,481$1.41M0.2%00.0%UnchangedHolders
Q2 20215,481$1.53M0.2%00.0%UnchangedHolders
Q1 20215,481$1.11M0.1%––Holders

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