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Disclosery

Signify Wealth: SPLV position timeline

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

Signify Wealth held 60,383 SPLV 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 60,383 shares
    Change vs previous 13F +4,630 shares

    4.77% of the 13F portfolio, value $4,226,810.

    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 55,753 shares
    Change vs previous 13F +8,079 shares

    4.9% of the 13F portfolio, value $3,999,163.

    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 47,674 shares
    Change vs previous 13F +1,350 shares

    4.46% of the 13F portfolio, value $3,096,426.

    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 46,324 shares
    Change vs previous 13F +5,491 shares

    5.06% of the 13F portfolio, value $3,051,362.

    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 40,833 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $2,558,596.

    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).