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Signature Wealth Management Partners, LLC: XLF position timeline

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

Signature Wealth Management Partners, LLC held 16,338 XLF 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 16,338 shares
    Change vs previous 13F -555 shares

    0.41% of the 13F portfolio, value $875,905.

    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 16,893 shares
    Change vs previous 13F +884 shares

    0.42% of the 13F portfolio, value $833,988.

    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 16,009 shares
    Change vs previous 13F +42 shares

    0.43% of the 13F portfolio, value $876,817.

    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 15,967 shares
    Change vs previous 13F -1,168 shares

    0.45% of the 13F portfolio, value $860,150.

    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 17,135 shares
    Change vs previous 13F +41 shares

    0.51% of the 13F portfolio, value $897,345.

    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 17,094 shares
    Change vs previous 13F +42 shares

    0.56% of the 13F portfolio, value $851,455.

    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 17,052 shares
    Change vs previous 13F +51 shares

    0.57% of the 13F portfolio, value $824,100.

    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 17,001 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $770,478.

    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).