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Disclosery

Signify Wealth: VGSH position timeline

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

Signify Wealth held 132,253 VGSH 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 132,253 shares
    Change vs previous 13F +9,170 shares

    8.68% of the 13F portfolio, value $7,694,480.

    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 123,083 shares
    Change vs previous 13F +22,389 shares

    8.9% of the 13F portfolio, value $7,264,359.

    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 100,694 shares
    Change vs previous 13F +2,916 shares

    8.4% of the 13F portfolio, value $5,839,245.

    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 97,778 shares
    Change vs previous 13F +16,541 shares

    9.42% of the 13F portfolio, value $5,677,968.

    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 81,237 shares
    Change vs previous 13F -26,085 shares

    7.15% of the 13F portfolio, value $4,738,554.

    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 107,322 shares
    Change vs previous 13F not available

    8.31% of the 13F portfolio, value $6,181,747.

    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).