Skip to content
Disclosery

Sigma Planning Corp: BALT position timeline

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

Sigma Planning Corp held 187,215 BALT 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 187,215 shares
    Change vs previous 13F -45,414 shares

    0.16% of the 13F portfolio, value $6,415,857.

    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 232,629 shares
    Change vs previous 13F -32,770 shares

    0.22% of the 13F portfolio, value $7,784,933.

    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 265,399 shares
    Change vs previous 13F +84 shares

    0.25% of the 13F portfolio, value $8,898,518.

    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 265,315 shares
    Change vs previous 13F -37,837 shares

    0.25% of the 13F portfolio, value $8,707,623.

    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 303,152 shares
    Change vs previous 13F +109,374 shares

    0.29% of the 13F portfolio, value $9,725,105.

    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 193,778 shares
    Change vs previous 13F +5,477 shares

    0.19% of the 13F portfolio, value $6,080,754.

    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 188,301 shares
    Change vs previous 13F +41,546 shares

    0.19% of the 13F portfolio, value $5,916,420.

    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 146,755 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,524,449.

    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).