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Disclosery

Sigma Planning Corp: BEN position timeline

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

Sigma Planning Corp held 63,766 BEN 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 63,766 shares
    Change vs previous 13F -3,981 shares

    0.05% of the 13F portfolio, value $2,121,510.

    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 67,747 shares
    Change vs previous 13F +407 shares

    0.04% of the 13F portfolio, value $1,600,177.

    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 67,340 shares
    Change vs previous 13F -230 shares

    0.04% of the 13F portfolio, value $1,608,741.

    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 67,570 shares
    Change vs previous 13F +191 shares

    0.04% of the 13F portfolio, value $1,562,896.

    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 67,379 shares
    Change vs previous 13F +33,403 shares

    0.05% of the 13F portfolio, value $1,606,983.

    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 33,976 shares
    Change vs previous 13F +9,593 shares

    0.02% of the 13F portfolio, value $654,038.

    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 24,383 shares
    Change vs previous 13F +7,192 shares

    0.02% of the 13F portfolio, value $494,724.

    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 17,191 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $346,396.

    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).