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Disclosery

Sigma Planning Corp: BX position timeline

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

Sigma Planning Corp held 14,626 BX 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 14,626 shares
    Change vs previous 13F -10 shares

    0.04% of the 13F portfolio, value $1,721,038.

    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 14,636 shares
    Change vs previous 13F -1,959 shares

    0.05% of the 13F portfolio, value $1,682,999.

    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 16,595 shares
    Change vs previous 13F -1,612 shares

    0.07% of the 13F portfolio, value $2,468,490.

    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 18,207 shares
    Change vs previous 13F +611 shares

    0.09% of the 13F portfolio, value $3,110,672.

    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 17,596 shares
    Change vs previous 13F +267 shares

    0.08% of the 13F portfolio, value $2,631,970.

    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 17,329 shares
    Change vs previous 13F +174 shares

    0.08% of the 13F portfolio, value $2,422,299.

    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 17,155 shares
    Change vs previous 13F -544 shares

    0.09% of the 13F portfolio, value $2,957,902.

    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 17,699 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,710,275.

    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).