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Disclosery

Signify Wealth: BIV position timeline

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

Signify Wealth held 0 BIV shares at 2024-09-30 per its 13F-HR filed 2024-10-30.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -5,687 shares

    13F-HR 0001769062-24-000006 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 5,687 shares
    Change vs previous 13F -395 shares

    0.61% of the 13F portfolio, value $425,899.

    13F-HR 0001769062-24-000003 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 6,082 shares
    Change vs previous 13F -12,141 shares

    0.76% of the 13F portfolio, value $458,583.

    13F-HR 0001769062-24-000002 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 18,223 shares
    Change vs previous 13F -28,281 shares

    2.1% of the 13F portfolio, value $1,391,873.

    13F-HR 0001769062-24-000001 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 46,504 shares
    Change vs previous 13F -104,667 shares

    4.52% of the 13F portfolio, value $3,362,704.

    13F-HR 0001769062-23-000005 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 151,171 shares
    Change vs previous 13F -25,001 shares

    9.8% of the 13F portfolio, value $11,372,594.

    13F-HR 0001769062-23-000004 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 176,172 shares
    Change vs previous 13F not available

    11.94% of the 13F portfolio, value $13,519,439.

    13F-HR 0001769062-23-000003 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).