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Disclosery

SIGNATUREFD, LLC: WF position timeline

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

SIGNATUREFD, LLC held 49,721 WF 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 49,721 shares
    Change vs previous 13F +5,176 shares

    0.04% of the 13F portfolio, value $2,853,985.

    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 44,545 shares
    Change vs previous 13F +320 shares

    0.05% of the 13F portfolio, value $2,966,697.

    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 44,225 shares
    Change vs previous 13F +728 shares

    0.04% of the 13F portfolio, value $2,599,988.

    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 43,497 shares
    Change vs previous 13F +285 shares

    0.04% of the 13F portfolio, value $2,442,357.

    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 43,212 shares
    Change vs previous 13F +889 shares

    0.04% of the 13F portfolio, value $2,148,933.

    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 42,323 shares
    Change vs previous 13F -1,378 shares

    0.03% of the 13F portfolio, value $1,412,742.

    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 43,701 shares
    Change vs previous 13F -409 shares

    0.03% of the 13F portfolio, value $1,365,656.

    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 44,110 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,576,050.

    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).