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Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

DOCU holding history

DocuSign, Inc. in every 13F filed by Regent Peak Wealth 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 (Q3 2021)
0
Sold out in Q3 2021
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2021
Holdings of DOCU by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20210$00.0%−758−100.0%Sold outHolders
Q2 2021758$226.0K0.1%+758NewHolders