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Signature Wealth Management Partners, LLC: IVV position timeline

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

Signature Wealth Management Partners, LLC held 3,473 IVV 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 3,473 shares
    Change vs previous 13F -53 shares

    1.21% of the 13F portfolio, value $2,600,918.

    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 3,526 shares
    Change vs previous 13F +229 shares

    1.16% of the 13F portfolio, value $2,303,292.

    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 3,297 shares
    Change vs previous 13F -26 shares

    1.12% of the 13F portfolio, value $2,258,011.

    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 3,323 shares
    Change vs previous 13F +13 shares

    1.16% of the 13F portfolio, value $2,223,754.

    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 3,310 shares
    Change vs previous 13F +292 shares

    1.17% of the 13F portfolio, value $2,055,315.

    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 3,018 shares
    Change vs previous 13F +124 shares

    1.11% of the 13F portfolio, value $1,695,656.

    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 2,894 shares
    Change vs previous 13F +91 shares

    1.17% of the 13F portfolio, value $1,703,815.

    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 2,803 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,617,102.

    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).