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Portside Wealth Group, LLC

SEC CIK
0001978608
Latest filing
Jul 14, 2026

DOCU holding history

DocuSign, Inc. in every 13F filed by Portside Wealth Group, 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 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2023
Holdings of DOCU by Portside Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−30,748−100.0%Sold outHolders
Q2 202330,748$1.57M0.3%–No prior filingHolders