Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

DOCU holding history

DocuSign, Inc. in every 13F filed by Summit Financial, LLC, 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 (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2025

Holdings of DOCU by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−5,280−100.0%	Sold out	Holders
Q4 2025	5,280	$361.2K	<0.1%	−2,189−29.3%	Reduced	Holders
Q3 2025	7,469	$538.4K	<0.1%	−235−3.1%	Reduced	Holders
Q2 2025	7,704	$600.1K	<0.1%	+7,704	New	Holders