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Disclosery

Sigma Planning Corp: B position timeline

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

Sigma Planning Corp held 37,565 B 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 37,565 shares
    Change vs previous 13F -28,505 shares

    0.03% of the 13F portfolio, value $1,379,754.

    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 66,070 shares
    Change vs previous 13F -2,074 shares

    0.07% of the 13F portfolio, value $2,694,979.

    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 68,144 shares
    Change vs previous 13F +4,134 shares

    0.08% of the 13F portfolio, value $2,967,660.

    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 64,010 shares
    Change vs previous 13F +1,259 shares

    0.06% of the 13F portfolio, value $2,097,618.

    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 62,751 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,306,476.

    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).