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Disclosery

Sigma Planning Corp: AVUV position timeline

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

Sigma Planning Corp held 76,915 AVUV 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 76,915 shares
    Change vs previous 13F +46,494 shares

    0.24% of the 13F portfolio, value $9,595,927.

    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 30,421 shares
    Change vs previous 13F +5,355 shares

    0.09% of the 13F portfolio, value $3,360,573.

    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 25,066 shares
    Change vs previous 13F -143 shares

    0.07% of the 13F portfolio, value $2,556,181.

    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 25,209 shares
    Change vs previous 13F -1,144 shares

    0.07% of the 13F portfolio, value $2,509,043.

    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 26,353 shares
    Change vs previous 13F -3,870 shares

    0.07% of the 13F portfolio, value $2,400,745.

    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 30,223 shares
    Change vs previous 13F -1,161 shares

    0.08% of the 13F portfolio, value $2,634,582.

    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 31,384 shares
    Change vs previous 13F +654 shares

    0.1% of the 13F portfolio, value $3,029,460.

    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 30,730 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,948,509.

    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).