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Disclosery

Signature Wealth Management Group: WSM position timeline

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

Signature Wealth Management Group held 5,819 WSM 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 5,819 shares
    Change vs previous 13F -9,179 shares

    0.4% of the 13F portfolio, value $1,060,923.

    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 14,998 shares
    Change vs previous 13F -184 shares

    1.09% of the 13F portfolio, value $2,678,533.

    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 15,182 shares
    Change vs previous 13F -160 shares

    1.15% of the 13F portfolio, value $2,967,375.

    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 15,342 shares
    Change vs previous 13F +206 shares

    0.99% of the 13F portfolio, value $2,506,435.

    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 15,136 shares
    Change vs previous 13F -76 shares

    0.93% of the 13F portfolio, value $2,392,982.

    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 15,212 shares
    Change vs previous 13F +3,286 shares

    1.13% of the 13F portfolio, value $2,816,968.

    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 11,926 shares
    Change vs previous 13F +6,069 shares

    0.74% of the 13F portfolio, value $1,847,584.

    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 5,857 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,653,747.

    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).