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Disclosery

Signature Wealth Management Group: IBIT position timeline

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

Signature Wealth Management Group held 5,307 IBIT 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 5,307 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $203,895.

    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 5,307 shares
    Change vs previous 13F +1,836 shares

    0.11% of the 13F portfolio, value $263,493.

    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 3,471 shares
    Change vs previous 13F -23 shares

    0.09% of the 13F portfolio, value $225,615.

    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 3,494 shares
    Change vs previous 13F +3,494 shares

    0.08% of the 13F portfolio, value $213,868.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -31,307 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 31,307 shares
    Change vs previous 13F +3,556 shares

    0.45% of the 13F portfolio, value $1,131,122.

    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).

  7. period ended2024-06-30
    13F 27,751 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $947,419.

    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).