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Disclosery

Sigma Planning Corp: AVDV position timeline

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

Sigma Planning Corp held 39,996 AVDV 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 39,996 shares
    Change vs previous 13F +21,313 shares

    0.1% of the 13F portfolio, value $4,121,581.

    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 18,683 shares
    Change vs previous 13F -537 shares

    0.05% of the 13F portfolio, value $1,865,694.

    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 19,220 shares
    Change vs previous 13F +379 shares

    0.05% of the 13F portfolio, value $1,806,061.

    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 18,841 shares
    Change vs previous 13F +1,822 shares

    0.05% of the 13F portfolio, value $1,677,381.

    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 17,019 shares
    Change vs previous 13F +1,429 shares

    0.04% of the 13F portfolio, value $1,349,230.

    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 15,590 shares
    Change vs previous 13F +1,387 shares

    0.03% of the 13F portfolio, value $1,087,242.

    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 14,203 shares
    Change vs previous 13F -9,535 shares

    0.03% of the 13F portfolio, value $924,302.

    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 23,738 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,677,570.

    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).