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Disclosery

Sigma Planning Corp: BEAT position timeline

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

Sigma Planning Corp held 247,700 BEAT 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 247,700 shares
    Change vs previous 13F +115,150 shares

    <0.01% of the 13F portfolio, value $185,775.

    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 132,550 shares
    Change vs previous 13F +70,900 shares

    <0.01% of the 13F portfolio, value $161,711.

    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 61,650 shares
    Change vs previous 13F +19,250 shares

    <0.01% of the 13F portfolio, value $147,960.

    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 42,400 shares
    Change vs previous 13F -31,450 shares

    <0.01% of the 13F portfolio, value $69,960.

    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 73,850 shares
    Change vs previous 13F +400 shares

    <0.01% of the 13F portfolio, value $92,313.

    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 73,450 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $147,635.

    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).