Aviso Wealth Management

SEC CIK: 0002011802
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

DOCU holding history

DocuSign, Inc. in every 13F filed by Aviso Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOCU overview All 13F holders of DOCU Full Q2 2026 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of DOCU by Aviso Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−3,830−100.0%	Sold out	Holders
Q1 2024	3,830	$228.1K	0.1%	−148−3.7%	Reduced	Holders
Q4 2023	3,978	$236.5K	0.2%	–	No prior filing	Holders