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Disclosery

Signature Wealth Management Group: IBDY position timeline

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

Signature Wealth Management Group held 105,106 IBDY 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 105,106 shares
    Change vs previous 13F +248 shares

    1.03% of the 13F portfolio, value $2,716,983.

    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 104,858 shares
    Change vs previous 13F +43 shares

    1.12% of the 13F portfolio, value $2,740,998.

    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 104,815 shares
    Change vs previous 13F +16,478 shares

    1.07% of the 13F portfolio, value $2,749,297.

    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 88,337 shares
    Change vs previous 13F +1,865 shares

    0.9% of the 13F portfolio, value $2,288,359.

    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 86,472 shares
    Change vs previous 13F +6,128 shares

    0.86% of the 13F portfolio, value $2,210,228.

    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 80,344 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,016,634.

    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).