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Signature Wealth Management Partners, LLC: SPY position timeline

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

Signature Wealth Management Partners, LLC held 6,970 SPY 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 6,970 shares
    Change vs previous 13F -4 shares

    2.43% of the 13F portfolio, value $5,205,298.

    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 6,974 shares
    Change vs previous 13F -41 shares

    2.27% of the 13F portfolio, value $4,535,384.

    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 7,015 shares
    Change vs previous 13F -30 shares

    2.37% of the 13F portfolio, value $4,783,809.

    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 7,045 shares
    Change vs previous 13F 0 shares

    2.46% of the 13F portfolio, value $4,693,332.

    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 7,045 shares
    Change vs previous 13F -29 shares

    2.49% of the 13F portfolio, value $4,352,799.

    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 7,074 shares
    Change vs previous 13F +2 shares

    2.59% of the 13F portfolio, value $3,957,125.

    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 7,072 shares
    Change vs previous 13F +15 shares

    2.85% of the 13F portfolio, value $4,144,758.

    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 7,057 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $4,049,024.

    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).