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Disclosery

Sigma Planning Corp: CGBL position timeline

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

Sigma Planning Corp held 162,362 CGBL 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 162,362 shares
    Change vs previous 13F +20,797 shares

    0.16% of the 13F portfolio, value $6,163,468.

    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 141,565 shares
    Change vs previous 13F +17,508 shares

    0.14% of the 13F portfolio, value $4,871,250.

    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 124,057 shares
    Change vs previous 13F +8,524 shares

    0.12% of the 13F portfolio, value $4,382,938.

    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 115,533 shares
    Change vs previous 13F +14,566 shares

    0.11% of the 13F portfolio, value $4,011,312.

    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 100,967 shares
    Change vs previous 13F +26,194 shares

    0.1% of the 13F portfolio, value $3,376,350.

    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 74,773 shares
    Change vs previous 13F +8,528 shares

    0.07% of the 13F portfolio, value $2,316,462.

    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 66,245 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,071,486.

    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).