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Disclosery

SIGNATUREFD, LLC: OEF position timeline

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

SIGNATUREFD, LLC held 151,179 OEF 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 151,179 shares
    Change vs previous 13F -3,806 shares

    0.74% of the 13F portfolio, value $55,311,759.

    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 154,985 shares
    Change vs previous 13F -6,042 shares

    0.76% of the 13F portfolio, value $49,295,952.

    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 161,027 shares
    Change vs previous 13F -601 shares

    0.84% of the 13F portfolio, value $55,227,576.

    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 161,628 shares
    Change vs previous 13F -2,169 shares

    0.85% of the 13F portfolio, value $53,796,354.

    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 163,797 shares
    Change vs previous 13F -3,065 shares

    0.85% of the 13F portfolio, value $49,851,471.

    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 166,862 shares
    Change vs previous 13F -2,008 shares

    0.86% of the 13F portfolio, value $45,191,197.

    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 168,870 shares
    Change vs previous 13F -3,154 shares

    0.93% of the 13F portfolio, value $48,778,235.

    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 172,024 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $47,609,499.

    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).