Signature Wealth Management Partners, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Signature Wealth Management Partners, LLC opened 7 positions, added to 18, reduced 29, sold out of 4 and left 28 unchanged. The largest increase in value was AAPL (+$2,068,746); the largest decrease was XOMXXXX (-$1,842,467).
- XOMXXXX: Country of operation —; Class COM; Shares 2026-03-31 10,860; Shares 2026-06-30 0.
- CRCL: Country of operation United States; Class COM CL A; Shares 2026-03-31 2,697; Shares 2026-06-30 0.
- EXC: Country of operation United States; Class COM; Shares 2026-03-31 4,225; Shares 2026-06-30 0.
- OWL: Country of operation United States; Class COM CL A; Shares 2026-03-31 17,375; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1824694): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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