SIGNATURE ESTATE & INVESTMENT ADVISORS LLC TCHP — T ROWE PRICE ETF INC

Ownership history in SIGNATURE ESTATE & INVESTMENT ADVISORS LLC  ·  3 quarters on record

AI Ownership Summary

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC reported T ROWE PRICE ETF INC (TCHP) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows TCHP at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TCHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's position in T ROWE PRICE ETF INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

TCHP was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held TCHP — position size vs. price
% of Fund (quarterly)    TCHP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 10,987 — 0% 0.01% $565K 2026-10-13 $52.11
2026 Q2 REDUCED 26.6% +2.2% ❌ 10,987 -3,980 -26.6% 0.01% $550K 2026-07-14 $50.53
2026 Q1 INITIATED — — — 14,967 — — 0.01% $661K 2026-04-15 $49.13

FAQ About SIGNATURE ESTATE & INVESTMENT ADVISORS LLC and TCHP

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIGNATURE ESTATE & INVESTMENT ADVISORS LLC reported owning TCHP?

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC reported TCHP across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported TCHP position in SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's portfolio?

The largest reported portfolio weight for TCHP was 0.01% in 2026 Q1.

What is the latest reported TCHP position on this page?

The most recent filing on this page is 2026 Q3, when SIGNATURE ESTATE & INVESTMENT ADVISORS LLC reported 10,987 shares, equal to 0.01% of portfolio, with an estimated market value of $565K.

What does the chart on this TCHP ownership page compare?

The chart compares SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's quarterly TCHP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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