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Disclosery

SIGNATUREFD, LLC: XP position timeline

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

SIGNATUREFD, LLC held 5,451 XP 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 5,451 shares
    Change vs previous 13F -308 shares

    <0.01% of the 13F portfolio, value $88,633.

    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 5,759 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $109,651.

    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 5,760 shares
    Change vs previous 13F +61 shares

    <0.01% of the 13F portfolio, value $94,291.

    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 5,699 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $107,084.

    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 5,697 shares
    Change vs previous 13F -539 shares

    <0.01% of the 13F portfolio, value $115,079.

    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 6,236 shares
    Change vs previous 13F +910 shares

    <0.01% of the 13F portfolio, value $85,745.

    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 5,326 shares
    Change vs previous 13F -2,370 shares

    <0.01% of the 13F portfolio, value $63,113.

    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 7,696 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $138,066.

    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).