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Disclosery

Sigma Planning Corp: BAI position timeline

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

Sigma Planning Corp held 27,154 BAI 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 27,154 shares
    Change vs previous 13F -4,644 shares

    0.04% of the 13F portfolio, value $1,431,551.

    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 31,798 shares
    Change vs previous 13F +3,353 shares

    0.03% of the 13F portfolio, value $1,047,760.

    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 28,445 shares
    Change vs previous 13F +3,928 shares

    0.03% of the 13F portfolio, value $947,233.

    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 24,517 shares
    Change vs previous 13F +14,873 shares

    0.02% of the 13F portfolio, value $837,489.

    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 9,644 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $278,220.

    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).