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Disclosery

Signify Wealth: MUNI position timeline

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

Signify Wealth held 0 MUNI shares at 2023-12-31 per its 13F-HR filed 2024-01-12.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -43,130 shares

    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).

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

  2. period ended2023-09-30
    13F 43,130 shares
    Change vs previous 13F -23,096 shares

    2.9% of the 13F portfolio, value $2,159,519.

    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).

  3. period ended2023-06-30
    13F 66,226 shares
    Change vs previous 13F +3,981 shares

    2.96% of the 13F portfolio, value $3,433,156.

    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).

  4. period ended2023-03-31
    13F 62,245 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $3,252,924.

    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).