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Disclosery

Signature Wealth Management Group: IBDW position timeline

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

Signature Wealth Management Group held 210,521 IBDW 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 210,521 shares
    Change vs previous 13F -590 shares

    1.67% of the 13F portfolio, value $4,406,210.

    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 211,111 shares
    Change vs previous 13F -1,130 shares

    1.82% of the 13F portfolio, value $4,464,999.

    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 212,241 shares
    Change vs previous 13F +2,250 shares

    1.75% of the 13F portfolio, value $4,503,754.

    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 209,991 shares
    Change vs previous 13F +3,614 shares

    1.74% of the 13F portfolio, value $4,418,204.

    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 206,377 shares
    Change vs previous 13F +13,511 shares

    1.67% of the 13F portfolio, value $4,282,322.

    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 192,866 shares
    Change vs previous 13F +27,012 shares

    1.58% of the 13F portfolio, value $3,924,833.

    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 165,854 shares
    Change vs previous 13F +5,801 shares

    1.41% of the 13F portfolio, value $3,519,414.

    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 160,053 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $3,247,469.

    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).