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Disclosery

Signature Wealth Management Group: IBDV position timeline

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

Signature Wealth Management Group held 248,077 IBDV 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 248,077 shares
    Change vs previous 13F -298 shares

    2.06% of the 13F portfolio, value $5,430,406.

    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 248,375 shares
    Change vs previous 13F -895 shares

    2.23% of the 13F portfolio, value $5,481,630.

    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 249,270 shares
    Change vs previous 13F -808 shares

    2.14% of the 13F portfolio, value $5,521,323.

    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 250,078 shares
    Change vs previous 13F +2,435 shares

    2.17% of the 13F portfolio, value $5,496,715.

    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 247,643 shares
    Change vs previous 13F +7,099 shares

    2.1% of the 13F portfolio, value $5,378,797.

    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 240,544 shares
    Change vs previous 13F +14,376 shares

    2.07% of the 13F portfolio, value $5,138,029.

    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 226,168 shares
    Change vs previous 13F +2,797 shares

    2.01% of the 13F portfolio, value $5,014,140.

    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 223,371 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $4,748,867.

    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).