SIGNATURE ESTATE & INVESTMENT ADVISORS LLC: DSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIGNATURE ESTATE & INVESTMENT ADVISORS LLC on DSM, newest first. How the timeline and the estimate are built.
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held 12,057 DSM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 12,057 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $62,817.
13F-HR 0001079935-26-000006 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Accepted , ingested - period ended2026-06-3013F 12,057 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $74,150.
13F-HR 0001079935-26-000004 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,057 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $72,462.
13F-HR 0001079935-26-000003 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,057 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $74,391.
13F-HR 0001079935-26-000001 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,057 sharesChange vs previous 13F +1,550 shares
<0.01% of the 13F portfolio, value $71,377.
13F-HR 0001079935-25-000004 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,507 sharesChange vs previous 13F -1,793 shares
<0.01% of the 13F portfolio, value $58,839.
13F-HR 0001811480-25-000006 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,300 sharesChange vs previous 13F -1,740 shares
<0.01% of the 13F portfolio, value $70,971.
13F-HR 0001811480-25-000004 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,040 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $81,572.
13F-HR 0001811480-25-000002 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).