Innovative Advisory Group, LLC
- SEC CIK
- 0002156202
DOCU holding history
DOCUSIGN, INC.
Every 13F filing in which Innovative Advisory Group, LLC reported holding DOCU, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
DOCU overviewAll 13F holders of DOCUFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Q4 2025 | 300 | $20.52K | 0.01% | −600−66.7% | Reduced |
| Q3 2025 | 900 | $64.88K | 0.04% | 00.0% | Unchanged |
| Q2 2025 | 900 | $70.1K | 0.06% | −176−16.4% | Reduced |
| Q1 2025 | 1,076 | $87.59K | 0.08% | −25−2.3% | Reduced |
| Q4 2024 | 1,101 | $99.02K | 0.09% | +1,101 | New |