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
- period ended2026-03-3113F 51,811 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 57,597 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 59,362 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 59,477 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 58,693 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 59,152 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 58,608 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 60,707 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).