Current Market Value 253,437,429
Current Holdings 116
Most Recent File Date 2025-08-01
Total Filings on Record 30
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Signature Wealth Management Group . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-01 2025-06-30 13F-HR 116 253,437
2025-04-17 2025-03-31 13F-HR 113 256,610
2025-02-10 2024-12-31 13F-HR 106 248,715
2024-10-15 2024-09-30 13F-HR 104 249,351
2024-07-15 2024-06-30 13F-HR 100 228,341
2024-04-22 2024-03-31 13F-HR 101 219,814
2024-01-09 2023-12-31 13F-HR 99 216,334
2023-07-10 2023-06-30 13F-HR 96 214,751
2023-04-14 2023-03-31 13F-HR 93 210,828
2023-01-10 2022-12-31 13F-HR 91 204,468
2022-11-02 2022-09-30 13F-HR 88 196,789
2022-07-14 2022-06-30 13F-HR 88 205,721
2022-04-14 2022-03-31 13F-HR 84 222,144
2022-01-31 2021-12-31 13F-HR 81 198,304
2021-10-26 2021-09-30 13F-HR 77 179,976
2021-07-16 2021-06-30 13F-HR 74 179,624
2021-04-15 2021-03-31 13F-HR 74 170,014
2021-01-15 2020-12-31 13F-HR 73 158,620
2020-10-22 2020-09-30 13F-HR 70 138,974
2020-07-20 2020-06-30 13F-HR 68 130,803
2020-05-26 2020-03-31 13F-HR 68 113,747
2020-01-15 2019-12-31 13F-HR 80 158,382
2019-10-21 2019-09-30 13F-HR 76 151,026
2019-07-08 2019-06-30 13F-HR 75 149,747
2019-04-17 2019-03-31 13F-HR 73 142,804
2019-02-11 2018-12-31 13F-HR 73 128,884
2018-10-30 2018-09-30 13F-HR 335 134,769
2018-07-17 2018-06-30 13F-HR 342 135,098
2018-04-12 2018-03-31 13F-HR 347 129,616
2018-04-11 2017-12-31 13F-HR 399 136,403