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Disclosery

Signature Wealth Management Group: IBDX position timeline

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

Signature Wealth Management Group held 169,983 IBDX 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 169,983 shares
    Change vs previous 13F +4,264 shares

    1.63% of the 13F portfolio, value $4,295,467.

    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 165,719 shares
    Change vs previous 13F -489 shares

    1.72% of the 13F portfolio, value $4,230,808.

    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 166,208 shares
    Change vs previous 13F +10,286 shares

    1.65% of the 13F portfolio, value $4,258,258.

    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 155,922 shares
    Change vs previous 13F +4,167 shares

    1.56% of the 13F portfolio, value $3,942,497.

    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 151,755 shares
    Change vs previous 13F +5,153 shares

    1.48% of the 13F portfolio, value $3,792,369.

    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 146,602 shares
    Change vs previous 13F +55,399 shares

    1.45% of the 13F portfolio, value $3,603,468.

    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 91,203 shares
    Change vs previous 13F +3,622 shares

    0.94% of the 13F portfolio, value $2,344,828.

    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 87,581 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,150,996.

    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).