BWB β€” BRIDGEWATER BANCSHARES INC

Ownership history in SIGNATUREFD, LLC  Β·  9 quarters on record

AI Ownership Summary

SIGNATUREFD, LLC reported BRIDGEWATER BANCSHARES INC (BWB) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows BWB at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BWB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIGNATUREFD, LLC's position in BRIDGEWATER BANCSHARES 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 Q1

BWB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 SIGNATUREFD, LLC held BWB β€” position size vs. price
% of Fund (quarterly)    BWB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 103 -33 -24.3% 0.00% $2K 2026-04-07 $18.32
2025 Q4 ADDED 136 +111 +444.0% 0.00% $2K 2026-01-20 $18.04
2023 Q4 REDUCED 25 -3,548 -99.3% 0.00% $338 2024-02-01 $12.30
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About SIGNATUREFD, LLC and BWB

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

How long has SIGNATUREFD, LLC reported owning BWB?

SIGNATUREFD, LLC reported BWB across 3 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BWB position in SIGNATUREFD, LLC's portfolio?

The largest reported portfolio weight for BWB was 0.00% in 2025 Q4.

What is the latest reported BWB position on this page?

The most recent filing on this page is 2026 Q1, when SIGNATUREFD, LLC reported 103 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this BWB ownership page compare?

The chart compares SIGNATUREFD, LLC's quarterly BWB 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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