IPO β€” RENAISSANCE CAP GREENWICH FD

Ownership history in SIGNATUREFD, LLC  Β·  11 quarters on record

AI Ownership Summary

SIGNATUREFD, LLC reported RENAISSANCE CAP GREENWICH FD (IPO) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows IPO 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 IPO 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 RENAISSANCE CAP GREENWICH FD, 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

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

High-water mark
Peak Conviction
0.0% in 2024 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.

How SIGNATUREFD, LLC held IPO β€” position size vs. price
% of Fund (quarterly)    IPO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 211 β€” 0% 0.00% $9K 2026-04-07 $42.43
2025 Q4 UNCHANGED 211 β€” 0% 0.00% $10K 2026-01-20 $47.23
2025 Q3 ADDED 211 +1 +0.5% 0.00% $10K 2025-10-21 $48.87
2025 Q2 UNCHANGED 210 β€” 0% 0.00% $9K 2025-07-16 $44.39
2025 Q1 UNCHANGED 210 β€” 0% 0.00% $8K 2025-05-02 $39.86
2024 Q4 UNCHANGED 210 β€” 0% 0.00% $9K 2025-02-10 $47.15
2024 Q3 ADDED 210 +1 +0.5% 0.00% $9K 2024-10-21 $44.05
2024 Q2 UNCHANGED 209 β€” 0% 0.00% $8K 2024-07-29 $39.76
2024 Q1 UNCHANGED 209 β€” 0% 0.00% $9K 2024-05-03 $38.20
2023 Q4 ADDED 209 +179 +596.7% 0.00% $8K 2024-02-01 $34.23
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IPO

As of 2026 Q1 β€” sorted by position size

U.S. Capital Wealth Advisors, LLC 3Y 0.05% Noble Wealth Management PBC 0.0%

FAQ About SIGNATUREFD, LLC and IPO

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 IPO?

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

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

The largest reported portfolio weight for IPO was 0.00% in 2024 Q1.

What is the latest reported IPO position on this page?

The most recent filing on this page is 2026 Q1, when SIGNATUREFD, LLC reported 211 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this IPO ownership page compare?

The chart compares SIGNATUREFD, LLC's quarterly IPO 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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