Independent Advisor Alliance

SEC CIK: 0001696899
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

DOCU holding history

DocuSign, Inc. in every 13F filed by Independent Advisor Alliance, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOCU overview All 13F holders of DOCU Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 19; Since Q1 2021

Holdings of DOCU by Independent Advisor Alliance, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−3,877−100.0%	Sold out	Holders
Q3 2025	3,877	$279.5K	<0.1%	−754−16.3%	Reduced	Holders
Q2 2025	4,631	$360.7K	<0.1%	−639−12.1%	Reduced	Holders
Q1 2025	5,270	$429.0K	<0.1%	+228+4.5%	Added	Holders
Q4 2024	5,042	$453.5K	<0.1%	+577+12.9%	Added	Holders
Q3 2024	4,465	$277.2K	<0.1%	−611−12.0%	Reduced	Holders
Q2 2024	5,076	$271.6K	<0.1%	−4,174−45.1%	Reduced	Holders
Q1 2024	9,250	$550.9K	<0.1%	−3,208−25.8%	Reduced	Holders
Q4 2023	12,458	$740.6K	<0.1%	+30.0%	Added	Holders
Q3 2023	12,455	$523.1K	<0.1%	−466−3.6%	Reduced	Holders
Q2 2023	12,921	$660.1K	<0.1%	−1,458−10.1%	Reduced	Holders
Q1 2023	14,379	$838.3K	<0.1%	−1,655−10.3%	Reduced	Holders
Q4 2022	16,034	$889.0K	0.1%	−3,548−18.1%	Reduced	Holders
Q3 2022	19,582	$1.05M	0.1%	−5,388−21.6%	Reduced	Holders
Q2 2022	24,970	$1.43M	0.1%	−14,952−37.5%	Reduced	Holders
Q1 2022	39,922	$4.28M	0.2%	+23,296+140.1%	Added	Holders
Q4 2021	16,626	$2.53M	0.1%	−16,720−50.1%	Reduced	Holders
Q3 2021	33,346	$8.58M	0.5%	+1,970+6.3%	Added	Holders
Q2 2021	31,376	$8.77M	0.5%	−7,730−19.8%	Reduced	Holders
Q1 2021	39,106	$7.92M	0.5%	–	–	Holders

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