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Disclosery

Sigma Planning Corp: AGG position timeline

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

Sigma Planning Corp held 105,579 AGG 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 105,579 shares
    Change vs previous 13F -82,140 shares

    0.26% of the 13F portfolio, value $10,450,242.

    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 187,719 shares
    Change vs previous 13F +17,736 shares

    0.52% of the 13F portfolio, value $18,634,824.

    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 169,983 shares
    Change vs previous 13F +1,914 shares

    0.47% of the 13F portfolio, value $16,999,524.

    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 168,069 shares
    Change vs previous 13F -5,507 shares

    0.48% of the 13F portfolio, value $16,848,867.

    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 173,576 shares
    Change vs previous 13F -4,918 shares

    0.52% of the 13F portfolio, value $17,218,710.

    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 178,494 shares
    Change vs previous 13F +843 shares

    0.56% of the 13F portfolio, value $17,656,652.

    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 177,651 shares
    Change vs previous 13F -8,593 shares

    0.54% of the 13F portfolio, value $17,214,348.

    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 186,244 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $18,860,951.

    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).