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Disclosery

Signify Wealth: SPY position timeline

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

Signify Wealth held 11,645 SPY 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 11,645 shares
    Change vs previous 13F +747 shares

    7.7% of the 13F portfolio, value $6,824,902.

    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 10,898 shares
    Change vs previous 13F +1,097 shares

    7.66% of the 13F portfolio, value $6,252,836.

    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 9,801 shares
    Change vs previous 13F -59 shares

    7.67% of the 13F portfolio, value $5,333,900.

    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 9,860 shares
    Change vs previous 13F +994 shares

    8.55% of the 13F portfolio, value $5,157,470.

    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 8,866 shares
    Change vs previous 13F +3,131 shares

    6.36% of the 13F portfolio, value $4,214,098.

    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 5,735 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $2,451,598.

    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).