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Signature Wealth Management Partners, LLC: FHEQ position timeline

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

Signature Wealth Management Partners, LLC held 26,857 FHEQ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,857 shares
    Change vs previous 13F +6,327 shares

    0.41% of the 13F portfolio, value $884,394.

    13F-HR 0001824694-26-000004 filed by Signature Wealth Management Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,530 shares
    Change vs previous 13F +12,567 shares

    0.3% of the 13F portfolio, value $603,980.

    13F-HR 0001824694-26-000002 filed by Signature Wealth Management Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,963 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $246,131.

    13F-HR 0001824694-26-000001 filed by Signature Wealth Management Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).