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Disclosery

Sigma Planning Corp: CFR position timeline

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

Sigma Planning Corp held 6,870 CFR 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 6,870 shares
    Change vs previous 13F -97 shares

    0.03% of the 13F portfolio, value $1,061,586.

    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 6,967 shares
    Change vs previous 13F -151 shares

    0.03% of the 13F portfolio, value $955,029.

    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 7,118 shares
    Change vs previous 13F +29 shares

    0.02% of the 13F portfolio, value $901,413.

    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 7,089 shares
    Change vs previous 13F +54 shares

    0.03% of the 13F portfolio, value $898,671.

    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 7,035 shares
    Change vs previous 13F -42 shares

    0.03% of the 13F portfolio, value $904,304.

    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 7,077 shares
    Change vs previous 13F +50 shares

    0.03% of the 13F portfolio, value $886,069.

    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 7,027 shares
    Change vs previous 13F +48 shares

    0.03% of the 13F portfolio, value $943,315.

    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 6,979 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $780,619.

    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).