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Signature Wealth Management Group: IBTG position timeline

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

Signature Wealth Management Group held 21,001 IBTG 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 21,001 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $481,238.

    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 21,001 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $480,398.

    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 21,001 shares
    Change vs previous 13F -5,796 shares

    0.19% of the 13F portfolio, value $481,973.

    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 26,797 shares
    Change vs previous 13F -349 shares

    0.24% of the 13F portfolio, value $614,455.

    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 27,146 shares
    Change vs previous 13F +8,369 shares

    0.24% of the 13F portfolio, value $622,729.

    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 18,777 shares
    Change vs previous 13F +2,757 shares

    0.17% of the 13F portfolio, value $428,303.

    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 16,020 shares
    Change vs previous 13F -50 shares

    0.15% of the 13F portfolio, value $369,501.

    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 16,070 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $364,063.

    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).