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Disclosery

SIGNATUREFD, LLC: IBDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIGNATUREFD, LLC on IBDR, newest first. How the timeline and the estimate are built.

SIGNATUREFD, LLC held 37,352 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,352 shares
    Change vs previous 13F +11,401 shares

    0.01% of the 13F portfolio, value $905,039.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 25,951 shares
    Change vs previous 13F +16,287 shares

    0.01% of the 13F portfolio, value $629,048.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 9,664 shares
    Change vs previous 13F +369 shares

    <0.01% of the 13F portfolio, value $234,159.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 9,295 shares
    Change vs previous 13F +7,222 shares

    <0.01% of the 13F portfolio, value $225,869.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 2,073 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $50,270.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 2,073 shares
    Change vs previous 13F +1,658 shares

    <0.01% of the 13F portfolio, value $50,187.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 415 shares
    Change vs previous 13F -185 shares

    <0.01% of the 13F portfolio, value $9,989.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 600 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,580.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).