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HB Wealth Management, LLC → DOCU
HB Wealth Management, LLC DOCU Position History
DocuSign, Inc. • Technology
Quarters held
4
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $276K |
| Q1 2026 | $424K |
| Q2 2026 | $517K |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 20.0K | — | — |
| Q2 2026 | $517K | 11.6K | — | — |
| Q1 2026 | $424K | 8.9K | — | — |
| Q4 2025 | $276K | 4.0K | — | — |
Other funds holding DOCU
$396.7M
$323.7M
$279.1M
$279.1M
$273.8M
$263.9M