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SIGNATURE ESTATE & INVESTMENT ADVISORS LLC → IVT
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC IVT Position History
InvenTrust Properties Corp. • Real Estate
Quarters held
10
Latest value
$16K
Q3 2026
Peak value
$289K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $21K |
| Q3 2025 | $260K |
| Q4 2025 | $237K |
| Q4 2025 | $21K |
| Q1 2026 | $252K |
| Q1 2026 | $23K |
| Q2 2026 | $289K |
| Q2 2026 | $19K |
| Q3 2026 | $217K |
| Q3 2026 | $16K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16K | 545 | — | — |
| Q3 2026 | $217K | 7.2K | — | — |
| Q2 2026 | $19K | 545 | — | — |
| Q2 2026 | $289K | 8.2K | — | — |
| Q1 2026 | $23K | 745 | — | — |
| Q1 2026 | $252K | 8.3K | — | — |
| Q4 2025 | $21K | 745 | — | — |
| Q4 2025 | $237K | 8.4K | — | — |
| Q3 2025 | $260K | 9.1K | — | — |
| Q3 2025 | $21K | 745 | — | — |