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Signature Wealth Management Partners, LLC: ITOT position timeline

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

Signature Wealth Management Partners, LLC held 10,160 ITOT 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 10,160 shares
    Change vs previous 13F +181 shares

    0.78% of the 13F portfolio, value $1,668,903.

    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 9,979 shares
    Change vs previous 13F +235 shares

    0.71% of the 13F portfolio, value $1,421,313.

    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 9,744 shares
    Change vs previous 13F +99 shares

    0.72% of the 13F portfolio, value $1,448,888.

    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).

  4. period ended2025-09-30
    13F 9,645 shares
    Change vs previous 13F +61 shares

    0.74% of the 13F portfolio, value $1,404,668.

    13F-HR 0001824694-25-000003 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).

  5. period ended2025-06-30
    13F 9,584 shares
    Change vs previous 13F +28 shares

    0.74% of the 13F portfolio, value $1,294,220.

    13F-HR 0001221073-25-000062 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).

  6. period ended2025-03-31
    13F 9,556 shares
    Change vs previous 13F +65 shares

    0.76% of the 13F portfolio, value $1,165,892.

    13F-HR 0001221073-25-000049 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).

  7. period ended2024-12-31
    13F 9,491 shares
    Change vs previous 13F +207 shares

    0.84% of the 13F portfolio, value $1,220,726.

    13F-HR 0001221073-25-000007 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).

  8. period ended2024-09-30
    13F 9,284 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,166,206.

    13F-HR 0001221073-24-000089 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).