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FINANCIAL CONSULATE, INC → DOCU

FINANCIAL CONSULATE, INC DOCU Position History

DocuSign, Inc. • Technology

Quarters held
4
Latest value
$814K
Q3 2026
Peak value
$963K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$963K
Q1 2026$653K
Q2 2026$612K
Q3 2026$814K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$814K12.1K——
Q2 2026$612K13.8K——
Q1 2026$653K13.8K——
Q4 2025$963K14.1K——

Other funds holding DOCU

Other FINANCIAL CONSULATE, INC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$157M
SCHW-PJ

SCHWAB STRATEGIC TR

$155M
SCHW-PJ

SCHWAB STRATEGIC TR

$140M
SCHW-PJ

SCHWAB STRATEGIC TR

$133.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$53.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$53.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$45.9M
NEE-PS

DIMENSIONAL ETF TRUST

$44.4M
FINANCIAL CONSULATE, INC DOCU Holdings: 13F Position History | Track13F