Bartlett & Co. Wealth Management LLC
- SEC CIK
- 0002010186
- Latest filing
- Jul 24, 2026
DOCU holding history
DocuSign, Inc. in every 13F filed by Bartlett & Co. Wealth Management 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 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 16
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −43−100.0% | Sold out | Holders |
| Q3 2025 | 43 | $3.10K | <0.1% | −12−21.8% | Reduced | Holders |
| Q2 2025 | 55 | $4.28K | <0.1% | −32−36.8% | Reduced | Holders |
| Q1 2025 | 87 | $7.08K | <0.1% | +35+67.3% | Added | Holders |
| Q4 2024 | 52 | $4.68K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 52 | $3.23K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 52 | $2.78K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 52 | $3.10K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 52 | $3.13K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 52 | $2.18K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 52 | $2.66K | <0.1% | +52 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −80−100.0% | Sold out | Holders |
| Q4 2022 | 80 | $4.43K | <0.1% | −410−83.7% | Reduced | Holders |
| Q3 2022 | 490 | $26.2K | <0.1% | −99−16.8% | Reduced | Holders |
| Q2 2022 | 589 | $33.8K | <0.1% | +179+43.7% | Added | Holders |
| Q1 2022 | 410 | $43.9K | <0.1% | +410 | New | Holders |
| Q4 2021 | 0 | $0 | 0.0% | −100−100.0% | Sold out | Holders |
| Q3 2021 | 100 | $25.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 100 | $28.0K | <0.1% | +100 | New | Holders |