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Signature Wealth Management Group: TLT position timeline

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

Signature Wealth Management Group held 28,171 TLT 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 28,171 shares
    Change vs previous 13F -1,072 shares

    0.93% of the 13F portfolio, value $2,442,164.

    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 29,243 shares
    Change vs previous 13F +288 shares

    1.04% of the 13F portfolio, value $2,548,855.

    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 28,955 shares
    Change vs previous 13F -47 shares

    1% of the 13F portfolio, value $2,587,672.

    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 29,002 shares
    Change vs previous 13F +890 shares

    1.01% of the 13F portfolio, value $2,559,465.

    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 28,112 shares
    Change vs previous 13F +645 shares

    1% of the 13F portfolio, value $2,558,994.

    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 27,467 shares
    Change vs previous 13F +269 shares

    0.96% of the 13F portfolio, value $2,398,666.

    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 27,198 shares
    Change vs previous 13F -24 shares

    1.07% of the 13F portfolio, value $2,668,116.

    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 27,222 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,498,441.

    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).