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SIGNATUREFD, LLC: W position timeline

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

SIGNATUREFD, LLC held 4,800 W 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 4,800 shares
    Change vs previous 13F -2,384 shares

    0.01% of the 13F portfolio, value $443,616.

    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 7,184 shares
    Change vs previous 13F +90 shares

    0.01% of the 13F portfolio, value $540,309.

    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 7,094 shares
    Change vs previous 13F -20,994 shares

    0.01% of the 13F portfolio, value $712,309.

    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 28,088 shares
    Change vs previous 13F -348,609 shares

    0.04% of the 13F portfolio, value $2,509,101.

    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 376,697 shares
    Change vs previous 13F +34,507 shares

    0.33% of the 13F portfolio, value $19,264,285.

    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 342,190 shares
    Change vs previous 13F -3,377 shares

    0.21% of the 13F portfolio, value $10,960,346.

    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 345,567 shares
    Change vs previous 13F +24,469 shares

    0.29% of the 13F portfolio, value $15,315,529.

    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 321,098 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $18,039,286.

    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).