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Disclosery

Sigma Planning Corp: BLV position timeline

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

Sigma Planning Corp held 56,695 BLV 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 56,695 shares
    Change vs previous 13F -9,648 shares

    0.1% of the 13F portfolio, value $3,908,004.

    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 66,343 shares
    Change vs previous 13F -10,484 shares

    0.13% of the 13F portfolio, value $4,563,097.

    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 76,827 shares
    Change vs previous 13F +11,607 shares

    0.15% of the 13F portfolio, value $5,342,940.

    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 65,220 shares
    Change vs previous 13F +44,146 shares

    0.13% of the 13F portfolio, value $4,620,851.

    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 21,074 shares
    Change vs previous 13F +5,131 shares

    0.04% of the 13F portfolio, value $1,465,462.

    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 15,943 shares
    Change vs previous 13F -489 shares

    0.04% of the 13F portfolio, value $1,122,732.

    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 16,432 shares
    Change vs previous 13F -18,120 shares

    0.04% of the 13F portfolio, value $1,124,467.

    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 34,552 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,597,241.

    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).