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Disclosery

SIGNATUREFD, LLC: U position timeline

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

SIGNATUREFD, LLC held 3,053 U 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 3,053 shares
    Change vs previous 13F -1,719 shares

    <0.01% of the 13F portfolio, value $87,255.

    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 4,772 shares
    Change vs previous 13F +1,252 shares

    <0.01% of the 13F portfolio, value $104,698.

    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 3,520 shares
    Change vs previous 13F +170 shares

    <0.01% of the 13F portfolio, value $155,478.

    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 3,350 shares
    Change vs previous 13F +231 shares

    <0.01% of the 13F portfolio, value $134,134.

    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 3,119 shares
    Change vs previous 13F -539 shares

    <0.01% of the 13F portfolio, value $75,480.

    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 3,658 shares
    Change vs previous 13F +762 shares

    <0.01% of the 13F portfolio, value $71,660.

    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 2,896 shares
    Change vs previous 13F -1,185 shares

    <0.01% of the 13F portfolio, value $65,073.

    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 4,081 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $92,312.

    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).