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Three Bridge Wealth Advisors, LLC

SEC CIK
0001950962
Latest filing
Jul 27, 2026

DOCU holding history

DocuSign, Inc. in every 13F filed by Three Bridge 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
7
Since Q1 2022
Holdings of DOCU by Three Bridge Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−29,382−100.0%Sold outHolders
Q3 202329,382$1.23M0.5%00.0%UnchangedHolders
Q2 202329,382$1.50M0.6%00.0%UnchangedHolders
Q1 202329,382$1.71M0.8%00.0%UnchangedHolders
Q4 202229,382$1.63M0.9%00.0%UnchangedHolders
Q3 202229,382$1.57M0.8%00.0%UnchangedHolders
Q2 202229,382$1.69M0.8%00.0%UnchangedHolders
Q1 202229,382$3.15M0.9%–No prior filingHolders