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Disclosery

Sigma Planning Corp: BRK-B position timeline

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

Sigma Planning Corp held 42,467 BRK-B 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 42,467 shares
    Change vs previous 13F +2,634 shares

    0.54% of the 13F portfolio, value $21,249,943.

    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 39,833 shares
    Change vs previous 13F -4,731 shares

    0.53% of the 13F portfolio, value $19,087,900.

    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 44,564 shares
    Change vs previous 13F -8,308 shares

    0.62% of the 13F portfolio, value $22,454,223.

    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 52,872 shares
    Change vs previous 13F +255 shares

    0.76% of the 13F portfolio, value $26,581,117.

    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 52,617 shares
    Change vs previous 13F -7,472 shares

    0.77% of the 13F portfolio, value $25,559,836.

    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 60,089 shares
    Change vs previous 13F +1,484 shares

    1.02% of the 13F portfolio, value $32,001,947.

    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 58,605 shares
    Change vs previous 13F -3,679 shares

    0.83% of the 13F portfolio, value $26,564,476.

    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 62,284 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $28,666,690.

    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).