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Signature Wealth Management Group: IBMO position timeline

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

Signature Wealth Management Group held 51,811 IBMO 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 51,811 shares
    Change vs previous 13F -5,786 shares

    0.5% of the 13F portfolio, value $1,327,916.

    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 57,597 shares
    Change vs previous 13F -1,765 shares

    0.6% of the 13F portfolio, value $1,476,626.

    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 59,362 shares
    Change vs previous 13F -115 shares

    0.59% of the 13F portfolio, value $1,523,229.

    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 59,477 shares
    Change vs previous 13F +784 shares

    0.6% of the 13F portfolio, value $1,523,973.

    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 58,693 shares
    Change vs previous 13F -459 shares

    0.58% of the 13F portfolio, value $1,500,184.

    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 59,152 shares
    Change vs previous 13F +544 shares

    0.61% of the 13F portfolio, value $1,506,007.

    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 58,608 shares
    Change vs previous 13F -2,099 shares

    0.6% of the 13F portfolio, value $1,503,581.

    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 60,707 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,537,100.

    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).