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Disclosery

SIGNATUREFD, LLC: RTO position timeline

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

SIGNATUREFD, LLC held 2,615 RTO 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 2,615 shares
    Change vs previous 13F -874 shares

    <0.01% of the 13F portfolio, value $74,818.

    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 3,489 shares
    Change vs previous 13F +435 shares

    <0.01% of the 13F portfolio, value $109,835.

    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 3,054 shares
    Change vs previous 13F +886 shares

    <0.01% of the 13F portfolio, value $89,983.

    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 2,168 shares
    Change vs previous 13F +1,123 shares

    <0.01% of the 13F portfolio, value $54,753.

    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 1,045 shares
    Change vs previous 13F -94 shares

    <0.01% of the 13F portfolio, value $25,080.

    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 1,139 shares
    Change vs previous 13F -7,667 shares

    <0.01% of the 13F portfolio, value $26,083.

    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 8,806 shares
    Change vs previous 13F -737 shares

    <0.01% of the 13F portfolio, value $222,968.

    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 9,543 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $237,907.

    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).