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Disclosery

Sigma Planning Corp: BIV position timeline

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

Sigma Planning Corp held 148,697 BIV 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 148,697 shares
    Change vs previous 13F +10,366 shares

    0.29% of the 13F portfolio, value $11,405,075.

    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 138,331 shares
    Change vs previous 13F +7,153 shares

    0.3% of the 13F portfolio, value $10,676,423.

    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 131,178 shares
    Change vs previous 13F -9,368 shares

    0.28% of the 13F portfolio, value $10,260,985.

    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 140,546 shares
    Change vs previous 13F +11,612 shares

    0.31% of the 13F portfolio, value $10,975,240.

    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 128,934 shares
    Change vs previous 13F -3,971 shares

    0.3% of the 13F portfolio, value $9,971,791.

    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 132,905 shares
    Change vs previous 13F -135 shares

    0.32% of the 13F portfolio, value $10,176,531.

    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 133,040 shares
    Change vs previous 13F -20,453 shares

    0.31% of the 13F portfolio, value $9,942,079.

    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 153,493 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $12,029,210.

    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).