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Disclosery

Signature Wealth Management Group: DFUS position timeline

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

Signature Wealth Management Group held 11,444 DFUS 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 11,444 shares
    Change vs previous 13F +4,150 shares

    0.31% of the 13F portfolio, value $811,525.

    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 7,294 shares
    Change vs previous 13F +633 shares

    0.22% of the 13F portfolio, value $540,973.

    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 6,661 shares
    Change vs previous 13F +467 shares

    0.19% of the 13F portfolio, value $482,488.

    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 6,194 shares
    Change vs previous 13F +430 shares

    0.16% of the 13F portfolio, value $415,144.

    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 5,764 shares
    Change vs previous 13F +2,591 shares

    0.14% of the 13F portfolio, value $348,614.

    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 3,173 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $202,279.

    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).