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Livermore
Livermore
ZHEN

RMR Wealth Builders

SEC CIK
0001803848
Latest filing
Jul 24, 2026

DOCU holding history

DocuSign, Inc. in every 13F filed by RMR Wealth Builders, 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)
9,108
Value
$404.6K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of DOCU by RMR Wealth Builders, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,108$404.6K<0.1%−34−0.4%ReducedHolders
Q1 20269,142$433.4K<0.1%00.0%UnchangedHolders
Q4 20259,142$625.3K0.1%00.0%UnchangedHolders
Q3 20259,142$659.0K0.1%+34+0.4%AddedHolders
Q2 20259,108$709.4K0.1%00.0%UnchangedHolders
Q1 20259,108$741.4K0.1%00.0%UnchangedHolders
Q4 20249,108$819.2K0.1%00.0%UnchangedHolders
Q3 20249,108$565.5K0.1%−67−0.7%ReducedHolders
Q2 20249,175$490.9K0.1%00.0%UnchangedHolders
Q1 20249,175$546.4K0.1%−71−0.8%ReducedHolders
Q4 20239,246$549.7K0.1%+21+0.2%AddedHolders
Q3 20239,225$387.4K0.1%−340−3.6%ReducedHolders
Q2 20239,565$488.7K0.1%+1,393+17.0%AddedHolders
Q1 20238,172$476.4K0.1%00.0%UnchangedHolders
Q4 20228,172$452.9K0.1%−400−4.7%ReducedHolders
Q3 20228,572$458.0K0.1%+8,572NewHolders
Q2 20220$00.0%−2,070−100.0%Sold outHolders
Q1 20222,070$222.0K<0.1%+2,070NewHolders
Q4 20210$00.0%−1,454−100.0%Sold outHolders
Q3 20211,454$374.0K0.1%+33+2.3%AddedHolders
Q2 20211,421$397.0K0.1%−968−40.5%ReducedHolders
Q1 20212,389$484.0K0.1%––Holders

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