SIGNATUREFD, LLC TGB — TASEKO MINES LTD

Ownership history in SIGNATUREFD, LLC  ·  20 quarters on record

AI Ownership Summary

SIGNATUREFD, LLC reported TASEKO MINES LTD (TGB) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows TGB 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 TGB 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 TASEKO MINES LTD, 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

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

High-water mark
Peak Conviction
0.0% 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
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.

TGB stock page SIGNATUREFD, LLC fund profile SIGNATUREFD, LLC full holdings
How SIGNATUREFD, LLC held TGB — position size vs. price
% of Fund (quarterly)    TGB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 40,328 -1,482 -3.5% 0.00% $260K 2026-04-07 $6.76
2025 Q4 ADDED — — — 41,810 +1,388 +3.4% 0.00% $237K 2026-01-20 $7.15
2025 Q3 ADDED — — — 40,422 +438 +1.1% 0.00% $171K 2025-10-21 $3.75
2025 Q2 REDUCED 16.7% +34.3% ❌ 39,984 -8,008 -16.7% 0.00% $126K 2025-07-16 $3.29
2025 Q1 ADDED — — — 47,992 +5,154 +12.0% 0.00% $108K 2025-05-02 $1.96
2024 Q4 REDUCED 8.5% +15.5% ❌ 42,838 -3,970 -8.5% 0.00% $83K 2025-02-10 $2.17
2024 Q3 ADDED — — — 46,808 +8,397 +21.9% 0.00% $118K 2024-10-21 $2.39
2024 Q2 ADDED — — — 38,411 +4,137 +12.1% 0.00% $94K 2024-07-29 $2.15
2024 Q1 ADDED — — — 34,274 +7,464 +27.8% 0.00% $74K 2024-05-03 $2.41
2023 Q4 ADDED — — — 26,810 +3,790 +16.5% 0.00% $38K 2024-02-01 $1.48
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TGB

As of 2026 Q1 — sorted by position size

HATCH COVE CAPITAL, LLC 7.04% Koenig Investment Advisory, LLC 1.18% MONTRUSCO BOLTON INVESTMENTS INC. 3Y 7Y 0.3% Samalin Investment Counsel, LLC 3Y 0.1% Counterpoint Mutual Funds LLC 3Y 0.09% Y-Intercept (Hong Kong) Ltd 3Y 0.09% K.J. Harrison & Partners Inc 3Y 7Y 0.05% Abacus Wealth Partners, LLC 0.04% FIRST UNITED BANK & TRUST 3Y 7Y 0.03% Alberta Investment Management Corp 3Y 7Y 0.02%

FAQ About SIGNATUREFD, LLC and TGB

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 TGB?

SIGNATUREFD, LLC reported TGB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for TGB was 0.00% in 2026 Q1.

What is the latest reported TGB position on this page?

The most recent filing on this page is 2026 Q1, when SIGNATUREFD, LLC reported 40,328 shares, equal to 0.00% of portfolio, with an estimated market value of $260K.

What does the chart on this TGB ownership page compare?

The chart compares SIGNATUREFD, LLC's quarterly TGB 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.

How well did SIGNATUREFD, LLC time their TGB position?

Based on 13F filing dates vs. subsequent TGB price moves, SIGNATUREFD, LLC correctly timed 12 out of 19 reported position changes (63%). The annualised alpha on TGB relative to SPY over the holding period was +19.6%.

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