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Disclosery

Signify Wealth: IYW position timeline

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

Signify Wealth held 54,361 IYW 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 54,361 shares
    Change vs previous 13F +2,870 shares

    9.79% of the 13F portfolio, value $8,671,667.

    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 51,491 shares
    Change vs previous 13F -6,486 shares

    9.57% of the 13F portfolio, value $7,807,065.

    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 57,977 shares
    Change vs previous 13F +9,537 shares

    12.56% of the 13F portfolio, value $8,725,539.

    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).

  4. period ended2024-03-31
    13F 48,440 shares
    Change vs previous 13F +4,773 shares

    10.85% of the 13F portfolio, value $6,542,306.

    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).

  5. period ended2023-12-31
    13F 43,667 shares
    Change vs previous 13F +29,016 shares

    8.08% of the 13F portfolio, value $5,360,124.

    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).

  6. period ended2023-09-30
    13F 14,651 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $1,537,183.

    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).