Skip to content
Disclosery

Signify Wealth: QUAL position timeline

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

Signify Wealth held 23,859 QUAL 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 23,859 shares
    Change vs previous 13F +1,684 shares

    4.8% of the 13F portfolio, value $4,248,811.

    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 22,175 shares
    Change vs previous 13F +2,320 shares

    4.87% of the 13F portfolio, value $3,975,978.

    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 19,855 shares
    Change vs previous 13F -90 shares

    4.88% of the 13F portfolio, value $3,390,440.

    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 19,945 shares
    Change vs previous 13F +2,255 shares

    5.44% of the 13F portfolio, value $3,277,961.

    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 17,690 shares
    Change vs previous 13F +6,041 shares

    3.93% of the 13F portfolio, value $2,602,907.

    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 11,649 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $1,535,222.

    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).