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RFG Advisory, LLC

SEC CIK
0001633387
Latest filing
Jul 15, 2026

DOCU holding history

DocuSign, Inc. in every 13F filed by RFG Advisory, 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2021
Holdings of DOCU by RFG Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−3,466−100.0%Sold outHolders
Q2 20253,466$270.0K<0.1%+100+3.0%AddedHolders
Q1 20253,366$274.0K<0.1%+3,366NewHolders
Q2 20240$00.0%−3,845−100.0%Sold outHolders
Q1 20243,845$229.0K<0.1%+3,845NewHolders
Q2 20210$00.0%−1,043−100.0%Sold outHolders
Q1 20211,043$211.0K<0.1%––Holders

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