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Signature Wealth Management Partners, LLC: IVE position timeline

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

Signature Wealth Management Partners, LLC held 98,481 IVE 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 98,481 shares
    Change vs previous 13F +1,663 shares

    10.43% of the 13F portfolio, value $22,361,026.

    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 96,818 shares
    Change vs previous 13F -204 shares

    10.25% of the 13F portfolio, value $20,442,967.

    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 97,022 shares
    Change vs previous 13F +2,035 shares

    10.17% of the 13F portfolio, value $20,575,499.

    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 94,987 shares
    Change vs previous 13F +404 shares

    10.27% of the 13F portfolio, value $19,615,828.

    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 94,583 shares
    Change vs previous 13F +10,353 shares

    10.56% of the 13F portfolio, value $18,483,416.

    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 84,230 shares
    Change vs previous 13F +18,750 shares

    10.51% of the 13F portfolio, value $16,052,495.

    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 65,480 shares
    Change vs previous 13F +5,025 shares

    8.58% of the 13F portfolio, value $12,498,742.

    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 60,455 shares
    Change vs previous 13F not available

    8.63% of the 13F portfolio, value $11,919,962.

    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).