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Disclosery

Signature Wealth Management Group: IBDU position timeline

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

Signature Wealth Management Group held 245,791 IBDU 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 245,791 shares
    Change vs previous 13F -286 shares

    2.17% of the 13F portfolio, value $5,717,106.

    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 246,077 shares
    Change vs previous 13F -845 shares

    2.35% of the 13F portfolio, value $5,759,430.

    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 246,922 shares
    Change vs previous 13F +244 shares

    2.25% of the 13F portfolio, value $5,795,248.

    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 246,678 shares
    Change vs previous 13F +2,804 shares

    2.27% of the 13F portfolio, value $5,754,986.

    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 243,874 shares
    Change vs previous 13F +4,814 shares

    2.2% of the 13F portfolio, value $5,640,810.

    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 239,060 shares
    Change vs previous 13F +1,919 shares

    2.19% of the 13F portfolio, value $5,450,566.

    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 237,141 shares
    Change vs previous 13F +3,099 shares

    2.24% of the 13F portfolio, value $5,575,195.

    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 234,042 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $5,305,731.

    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).