Signature Wealth Management Group: PEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Signature Wealth Management Group on PEP, newest first. How the timeline and the estimate are built.
Signature Wealth Management Group held 28,358 PEP shares at 2026-03-31 per its 13F-HR filed 2026-04-01.
the latest 13F is the newest step
- period ended2026-03-3113F 28,358 sharesChange vs previous 13F +349 shares
1.67% of the 13F portfolio, value $4,403,689.
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 28,009 sharesChange vs previous 13F +184 shares
1.64% of the 13F portfolio, value $4,019,810.
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 27,825 sharesChange vs previous 13F +2,224 shares
1.52% of the 13F portfolio, value $3,907,702.
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 25,601 sharesChange vs previous 13F +1,433 shares
1.33% of the 13F portfolio, value $3,380,404.
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 24,168 sharesChange vs previous 13F not available
1.41% of the 13F portfolio, value $3,623,711.
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).