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Disclosery

Sigma Planning Corp: BUFD position timeline

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

Sigma Planning Corp held 159,261 BUFD 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 159,261 shares
    Change vs previous 13F +1,377 shares

    0.12% of the 13F portfolio, value $4,733,225.

    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 157,884 shares
    Change vs previous 13F +43,475 shares

    0.12% of the 13F portfolio, value $4,420,741.

    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 114,409 shares
    Change vs previous 13F -2,187 shares

    0.08% of the 13F portfolio, value $3,006,226.

    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 116,596 shares
    Change vs previous 13F -38,713 shares

    0.09% of the 13F portfolio, value $3,222,707.

    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 155,309 shares
    Change vs previous 13F -15,313 shares

    0.12% of the 13F portfolio, value $4,125,019.

    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 170,622 shares
    Change vs previous 13F +75,391 shares

    0.14% of the 13F portfolio, value $4,257,020.

    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 95,231 shares
    Change vs previous 13F +49,933 shares

    0.08% of the 13F portfolio, value $2,430,307.

    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 45,298 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,134,263.

    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).