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Disclosery

SIGNATUREFD, LLC: PSO position timeline

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

SIGNATUREFD, LLC held 20,809 PSO 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 20,809 shares
    Change vs previous 13F +3,586 shares

    <0.01% of the 13F portfolio, value $330,651.

    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 17,223 shares
    Change vs previous 13F -1,530 shares

    <0.01% of the 13F portfolio, value $226,138.

    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 18,753 shares
    Change vs previous 13F +616 shares

    <0.01% of the 13F portfolio, value $263,292.

    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 18,137 shares
    Change vs previous 13F +1,375 shares

    <0.01% of the 13F portfolio, value $256,823.

    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 16,762 shares
    Change vs previous 13F -1,321 shares

    <0.01% of the 13F portfolio, value $250,257.

    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 18,083 shares
    Change vs previous 13F +1,027 shares

    0.01% of the 13F portfolio, value $289,509.

    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 17,056 shares
    Change vs previous 13F +122 shares

    0.01% of the 13F portfolio, value $274,943.

    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 16,934 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $229,794.

    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).