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Disclosery

Signify Wealth: EFA position timeline

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

Signify Wealth held 52,621 EFA shares at 2024-12-31 per its 13F-HR filed 2025-02-06.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 52,621 shares
    Change vs previous 13F +5,773 shares

    4.49% of the 13F portfolio, value $3,978,674.

    13F-HR 0001769062-25-000002 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).

  2. period ended2024-09-30
    13F 46,848 shares
    Change vs previous 13F +7,391 shares

    4.8% of the 13F portfolio, value $3,917,898.

    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).

  3. period ended2024-06-30
    13F 39,457 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $3,090,667.

    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).