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Signature Wealth Management Group: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Signature Wealth Management Group on CRM, newest first. How the timeline and the estimate are built.

Signature Wealth Management Group held 1,102 CRM shares at 2026-03-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,102 shares
    Change vs previous 13F -6,020 shares

    0.08% of the 13F portfolio, value $205,759.

    13F-HR 0001736666-26-000002 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 7,122 shares
    Change vs previous 13F +67 shares

    0.77% of the 13F portfolio, value $1,886,584.

    13F-HR 0001736666-26-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 7,055 shares
    Change vs previous 13F -72 shares

    0.65% of the 13F portfolio, value $1,671,943.

    13F-HR 0001736666-25-000006 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 7,127 shares
    Change vs previous 13F +24 shares

    0.77% of the 13F portfolio, value $1,943,451.

    13F-HR 0001736666-25-000005 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 7,103 shares
    Change vs previous 13F +266 shares

    0.74% of the 13F portfolio, value $1,906,159.

    13F-HR 0001736666-25-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 6,837 shares
    Change vs previous 13F +77 shares

    0.92% of the 13F portfolio, value $2,285,740.

    13F-HR 0001736666-25-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 6,760 shares
    Change vs previous 13F +748 shares

    0.74% of the 13F portfolio, value $1,850,360.

    13F-HR 0001736666-24-000004 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 6,012 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,545,708.

    13F-HR 0001736666-24-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).