Venturi Wealth Management, LLC
- SEC CIK
- 0001666363
- Latest filing
- Jul 20, 2026
DOCU holding history
DocuSign, Inc. in every 13F filed by Venturi 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 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 15
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −3,440−100.0% | Sold out | Holders |
| Q1 2025 | 3,440 | $280.0K | <0.1% | +857+33.2% | Added | Holders |
| Q4 2024 | 2,583 | $232.3K | <0.1% | −4,139−61.6% | Reduced | Holders |
| Q3 2024 | 6,722 | $417.4K | <0.1% | +1,114+19.9% | Added | Holders |
| Q2 2024 | 5,608 | $300.0K | <0.1% | −4,406−44.0% | Reduced | Holders |
| Q1 2024 | 10,014 | $596.3K | <0.1% | +81+0.8% | Added | Holders |
| Q4 2023 | 9,933 | $590.5K | <0.1% | −1,243−11.1% | Reduced | Holders |
| Q3 2023 | 11,176 | $469.4K | <0.1% | +552+5.2% | Added | Holders |
| Q2 2023 | 10,624 | $542.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 10,624 | $619.4K | 0.1% | +1,173+12.4% | Added | Holders |
| Q4 2022 | 9,451 | $523.8K | <0.1% | −4,930−34.3% | Reduced | Holders |
| Q3 2022 | 14,381 | $769.0K | 0.1% | +674+4.9% | Added | Holders |
| Q2 2022 | 13,707 | $787.0K | 0.1% | +30+0.2% | Added | Holders |
| Q1 2022 | 13,677 | $1.47M | 0.1% | +4,593+50.6% | Added | Holders |
| Q4 2021 | 9,084 | $1.38M | 0.1% | −1,925−17.5% | Reduced | Holders |
| Q3 2021 | 11,009 | $2.83M | 0.2% | +11,009 | New | Holders |