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Disclosery

Signify Wealth: PWRD position timeline

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

Signify Wealth held 91,025 PWRD 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 91,025 shares
    Change vs previous 13F +4,847 shares

    7.46% of the 13F portfolio, value $6,605,684.

    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 86,178 shares
    Change vs previous 13F +8,454 shares

    7.81% of the 13F portfolio, value $6,371,062.

    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 77,724 shares
    Change vs previous 13F -2,839 shares

    7.63% of the 13F portfolio, value $5,301,554.

    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 80,563 shares
    Change vs previous 13F +8,238 shares

    9.14% of the 13F portfolio, value $5,512,120.

    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 72,325 shares
    Change vs previous 13F +25,498 shares

    6.19% of the 13F portfolio, value $4,104,039.

    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 46,827 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $2,396,465.

    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).