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Livermore
Livermore
ZHEN

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

DOCU holding history

DocuSign, Inc. in every 13F filed by GWM 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)
14,311
Value
$635.7K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of DOCU by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,311$635.7K<0.1%+3,287+29.8%AddedHolders
Q1 202611,024$522.7K<0.1%+328+3.1%AddedHolders
Q4 202510,696$731.6K<0.1%+662+6.6%AddedHolders
Q3 202510,034$723.4K<0.1%+915+10.0%AddedHolders
Q2 20259,119$710.3K<0.1%−83−0.9%ReducedHolders
Q1 20259,202$749.0K<0.1%+2,457+36.4%AddedHolders
Q4 20246,745$606.6K<0.1%+469+7.5%AddedHolders
Q3 20246,276$389.7K<0.1%−2,695−30.0%ReducedHolders
Q2 20248,971$480.0K<0.1%−1,688−15.8%ReducedHolders
Q1 202410,659$634.7K<0.1%+5,295+98.7%AddedHolders
Q4 20235,364$318.9K<0.1%−1,842−25.6%ReducedHolders
Q3 20237,206$302.7K<0.1%+1,543+27.2%AddedHolders
Q2 20235,663$289.3K<0.1%+954+20.3%AddedHolders
Q1 20234,709$274.6K<0.1%−1,447−23.5%ReducedHolders
Q4 20226,156$54.2K<0.1%+745+13.8%AddedHolders
Q3 20225,411$289.0K<0.1%+941+21.1%AddedHolders
Q2 20224,470$256.0K<0.1%+4,470NewHolders
Q1 20220$00.0%−10,816−100.0%Sold outHolders
Q4 202110,816$1.65M<0.1%+2,021+23.0%AddedHolders
Q3 20218,795$2.26M0.1%−502−5.4%ReducedHolders
Q2 20219,297$2.60M0.1%+2,021+27.8%AddedHolders
Q1 20217,276$1.47M<0.1%––Holders

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