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Disclosery

Signature Wealth Management Group: VUSB position timeline

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

Signature Wealth Management Group held 141,911 VUSB 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 141,911 shares
    Change vs previous 13F -1,945 shares

    2.68% of the 13F portfolio, value $7,065,021.

    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 143,856 shares
    Change vs previous 13F -5,284 shares

    2.92% of the 13F portfolio, value $7,169,782.

    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 149,140 shares
    Change vs previous 13F +62,181 shares

    2.89% of the 13F portfolio, value $7,456,254.

    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 86,959 shares
    Change vs previous 13F +898 shares

    1.71% of the 13F portfolio, value $4,336,222.

    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 86,061 shares
    Change vs previous 13F +1,754 shares

    1.67% of the 13F portfolio, value $4,290,597.

    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 84,307 shares
    Change vs previous 13F +10,479 shares

    1.68% of the 13F portfolio, value $4,183,314.

    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 73,828 shares
    Change vs previous 13F +1,809 shares

    1.48% of the 13F portfolio, value $3,686,988.

    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 72,019 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $3,566,370.

    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).