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Signature Wealth Management Group: O position timeline

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

Signature Wealth Management Group held 80,328 O 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 80,328 shares
    Change vs previous 13F +411 shares

    1.87% of the 13F portfolio, value $4,914,468.

    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 79,917 shares
    Change vs previous 13F +1,185 shares

    1.84% of the 13F portfolio, value $4,504,944.

    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 78,732 shares
    Change vs previous 13F +1,690 shares

    1.86% of the 13F portfolio, value $4,786,092.

    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 77,042 shares
    Change vs previous 13F +875 shares

    1.75% of the 13F portfolio, value $4,438,371.

    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 76,167 shares
    Change vs previous 13F +2,200 shares

    1.72% of the 13F portfolio, value $4,418,442.

    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 73,967 shares
    Change vs previous 13F -871 shares

    1.59% of the 13F portfolio, value $3,950,565.

    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 74,838 shares
    Change vs previous 13F +221 shares

    1.9% of the 13F portfolio, value $4,746,231.

    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 74,617 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $3,941,246.

    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).