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Signature Wealth Management Group: IBMR position timeline

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

Signature Wealth Management Group held 27,476 IBMR 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 27,476 shares
    Change vs previous 13F -4,282 shares

    0.26% of the 13F portfolio, value $696,517.

    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 31,758 shares
    Change vs previous 13F +233 shares

    0.33% of the 13F portfolio, value $807,618.

    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 31,525 shares
    Change vs previous 13F -51 shares

    0.31% of the 13F portfolio, value $804,841.

    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 31,576 shares
    Change vs previous 13F +2,025 shares

    0.31% of the 13F portfolio, value $796,672.

    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 29,551 shares
    Change vs previous 13F +2,035 shares

    0.29% of the 13F portfolio, value $739,968.

    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 27,516 shares
    Change vs previous 13F +15,301 shares

    0.28% of the 13F portfolio, value $687,355.

    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 12,215 shares
    Change vs previous 13F -2,422 shares

    0.12% of the 13F portfolio, value $311,360.

    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 14,637 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $363,876.

    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).