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Canvas Wealth Advisors, LLC

SEC CIK
0001858782
Latest filing
Jul 10, 2026

DOCU holding history

DocuSign, Inc. in every 13F filed by Canvas 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 (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of DOCU by Canvas Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−7,829−100.0%Sold outHolders
Q3 20237,829$315.3K0.1%+3,305+73.1%AddedHolders
Q2 20234,524$234.4K0.1%+4,524NewHolders
Q1 20230$00.0%−3,965−100.0%Sold outHolders
Q4 20223,965$228.0K0.1%−1,288−24.5%ReducedHolders
Q3 20225,253$257.0K0.1%−13,401−71.8%ReducedHolders
Q2 202218,654$1.07M0.4%−13,810−42.5%ReducedHolders
Q1 202232,464$2.73M1.0%+19,087+142.7%AddedHolders
Q4 202113,377$2.04M0.7%−12,292−47.9%ReducedHolders
Q3 202125,669$6.61M2.7%+1,833+7.7%AddedHolders
Q2 202123,836$6.66M3.0%+5,635+31.0%AddedHolders
Q1 202118,201$3.89M2.3%––Holders

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