Skip to content
Disclosery

Signature Wealth Management Group: IBDT position timeline

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

Signature Wealth Management Group held 219,637 IBDT 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 219,637 shares
    Change vs previous 13F -422 shares

    2.11% of the 13F portfolio, value $5,563,405.

    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 220,059 shares
    Change vs previous 13F -235 shares

    2.28% of the 13F portfolio, value $5,601,595.

    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 220,294 shares
    Change vs previous 13F +2,967 shares

    2.18% of the 13F portfolio, value $5,621,893.

    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 217,327 shares
    Change vs previous 13F +3,153 shares

    2.18% of the 13F portfolio, value $5,524,455.

    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 214,174 shares
    Change vs previous 13F +3,872 shares

    2.11% of the 13F portfolio, value $5,410,037.

    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 210,302 shares
    Change vs previous 13F +1,535 shares

    2.11% of the 13F portfolio, value $5,236,531.

    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 208,767 shares
    Change vs previous 13F +3,107 shares

    2.14% of the 13F portfolio, value $5,329,817.

    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 205,660 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $5,094,200.

    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).