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Signature Wealth Management Partners, LLC: IVW position timeline

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

Signature Wealth Management Partners, LLC held 86,070 IVW 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 86,070 shares
    Change vs previous 13F -32,235 shares

    5.52% of the 13F portfolio, value $11,837,166.

    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 118,305 shares
    Change vs previous 13F +6,351 shares

    6.71% of the 13F portfolio, value $13,381,501.

    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 111,954 shares
    Change vs previous 13F +8,022 shares

    6.82% of the 13F portfolio, value $13,799,423.

    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 103,932 shares
    Change vs previous 13F +2,449 shares

    6.57% of the 13F portfolio, value $12,546,725.

    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 101,483 shares
    Change vs previous 13F -1,330 shares

    6.39% of the 13F portfolio, value $11,173,306.

    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 102,813 shares
    Change vs previous 13F +5,275 shares

    6.25% of the 13F portfolio, value $9,544,176.

    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 97,538 shares
    Change vs previous 13F +2,051 shares

    6.8% of the 13F portfolio, value $9,903,037.

    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 95,487 shares
    Change vs previous 13F not available

    6.62% of the 13F portfolio, value $9,142,911.

    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).