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Disclosery

Sigma Planning Corp: AOR position timeline

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

Sigma Planning Corp held 16,529 AOR 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 16,529 shares
    Change vs previous 13F +1,253 shares

    0.03% of the 13F portfolio, value $1,148,789.

    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 15,276 shares
    Change vs previous 13F -3,392 shares

    0.03% of the 13F portfolio, value $983,007.

    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 18,668 shares
    Change vs previous 13F +2,731 shares

    0.03% of the 13F portfolio, value $1,213,603.

    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 15,937 shares
    Change vs previous 13F -116 shares

    0.03% of the 13F portfolio, value $1,026,007.

    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 16,053 shares
    Change vs previous 13F -662 shares

    0.03% of the 13F portfolio, value $988,409.

    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 16,715 shares
    Change vs previous 13F +77 shares

    0.03% of the 13F portfolio, value $962,297.

    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 16,638 shares
    Change vs previous 13F +154 shares

    0.03% of the 13F portfolio, value $953,704.

    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 16,484 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $976,532.

    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).