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Lifestyle Asset Management, Inc. → DOCU

Lifestyle Asset Management, Inc. DOCU Position History

DocuSign, Inc. • Technology

Quarters held
4
Latest value
$2.6M
Q3 2026
Peak value
$2.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.4M
Q1 2026$1.4M
Q2 2026$1.7M
Q3 2026$2.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.6M39.3K——
Q2 2026$1.7M37.9K——
Q1 2026$1.4M30.4K——
Q4 2025$1.4M20.1K——

Other funds holding DOCU

Other Lifestyle Asset Management, Inc. positions

SPY

STATE STR SPDR S&P 500 ETF T

$63.8M
SPY

STATE STR SPDR S&P 500 ETF T

$60.7M
SPY

SPDR S&P 500 ETF TR

$42.7M
SPY

STATE STR SPDR S&P 500 ETF T

$40.7M
ETHA

ISHARES TR

$39.1M
ETHA

ISHARES TR

$24M
ETHA

ISHARES TR

$16.6M
STT-PG

SPDR SERIES TRUST

$15.6M