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Disclosery

Sigma Planning Corp: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sigma Planning Corp on AAPL, newest first. How the timeline and the estimate are built.

Sigma Planning Corp held 579,763 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 579,763 shares
    Change vs previous 13F -32,101 shares

    4.23% of the 13F portfolio, value $167,760,104.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 611,864 shares
    Change vs previous 13F -9,975 shares

    4.31% of the 13F portfolio, value $155,285,066.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 621,839 shares
    Change vs previous 13F -4,278 shares

    4.67% of the 13F portfolio, value $169,238,471.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 626,117 shares
    Change vs previous 13F -25,386 shares

    4.53% of the 13F portfolio, value $159,428,135.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 651,503 shares
    Change vs previous 13F -43,012 shares

    4.02% of the 13F portfolio, value $133,668,942.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 694,515 shares
    Change vs previous 13F +781 shares

    4.92% of the 13F portfolio, value $154,272,649.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 693,734 shares
    Change vs previous 13F -15,705 shares

    5.46% of the 13F portfolio, value $173,724,821.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 709,439 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $165,299,280.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).