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Disclosery

Signature Wealth Management Group: IBDR position timeline

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

Signature Wealth Management Group held 232,146 IBDR 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 232,146 shares
    Change vs previous 13F -2,609 shares

    2.14% of the 13F portfolio, value $5,627,210.

    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 234,755 shares
    Change vs previous 13F -536 shares

    2.32% of the 13F portfolio, value $5,688,105.

    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 235,291 shares
    Change vs previous 13F +106 shares

    2.22% of the 13F portfolio, value $5,717,561.

    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 235,185 shares
    Change vs previous 13F +5,031 shares

    2.25% of the 13F portfolio, value $5,703,234.

    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 230,154 shares
    Change vs previous 13F +2,411 shares

    2.17% of the 13F portfolio, value $5,572,022.

    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 227,743 shares
    Change vs previous 13F -1,634 shares

    2.2% of the 13F portfolio, value $5,481,778.

    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 229,377 shares
    Change vs previous 13F +2,392 shares

    2.24% of the 13F portfolio, value $5,573,870.

    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 226,985 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $5,406,786.

    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).