Ownership history in Integrated Wealth Concepts LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in DOCUSIGN INC (DOCU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 5,575 | -3,024 | -35.2% | 0.00% | $402K | $72.09 |
| 2025 Q2 | ADDED | 8,599 | +986 | +13.0% | 0.01% | $670K | $77.89 |
| 2025 Q1 | REDUCED | 7,613 | -192 | -2.5% | 0.01% | $620K | $81.40 |
| 2024 Q4 | ADDED | 7,805 | +2,841 | +57.2% | 0.01% | $702K | $89.94 |
| 2024 Q3 | REDUCED | 4,964 | -26 | -0.5% | 0.00% | $308K | $62.09 |
| 2024 Q2 | ADDED | 4,990 | +15 | +0.3% | 0.00% | $267K | $53.50 |
| 2024 Q1 | REDUCED | 4,975 | -2,343 | -32.0% | 0.00% | $296K | $59.55 |
| 2023 Q4 | REDUCED | 7,318 | -1,611 | -18.0% | 0.01% | $435K | $59.45 |
| 2023 Q3 | REDUCED | 8,929 | -3,937 | -30.6% | 0.01% | $375K | $42.00 |
| 2023 Q2 | ADDED | 12,866 | +6,038 | +88.4% | 0.01% | $657K | $51.09 |
As of 2025 Q4 — sorted by position size