Prosperity Wealth Management, Inc.
- SEC CIK
- 0001991463
- Latest filing
- Mar 27, 2026
DOCU holding history
DocuSign, Inc. in every 13F filed by Prosperity Wealth Management, Inc., 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 Q4 2025 holdings
- Shares (Q4 2025)
- 6,835
- Value
- $467.5K
- % of portfolio
- 0.2%
- Quarters held
- 8
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 6,835 | $467.5K | 0.2% | +1,415+26.1% | Added | Holders |
| Q3 2025 | 5,420 | $390.7K | 0.1% | +5,420 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −7,435−100.0% | Sold out | Holders |
| Q1 2025 | 7,435 | $605.2K | 0.3% | −150−2.0% | Reduced | Holders |
| Q4 2024 | 7,585 | $682.2K | 0.3% | +295+4.0% | Added | Holders |
| Q3 2024 | 7,290 | $452.6K | 0.2% | +40+0.6% | Added | Holders |
| Q2 2024 | 7,250 | $387.9K | 0.2% | +1,480+25.6% | Added | Holders |
| Q1 2024 | 5,770 | $343.6K | 0.2% | +985+20.6% | Added | Holders |
| Q4 2023 | 4,785 | $284.5K | 0.2% | +4,785 | New | Holders |