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ZynergyRetirementPlanningLLC

SEC CIK
0002031137
Latest filing
Jul 17, 2026

DOCU holding history

DocuSign, Inc. in every 13F filed by ZynergyRetirementPlanningLLC, 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 (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2024
Holdings of DOCU by ZynergyRetirementPlanningLLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−557−100.0%Sold outHolders
Q1 2025557$50.1K<0.1%00.0%UnchangedHolders
Q4 2024557$34.6K<0.1%00.0%UnchangedHolders
Q3 2024557$34.6K<0.1%00.0%UnchangedHolders
Q2 2024557$29.8K<0.1%–No prior filingHolders