Skip to content
Disclosery

Sigma Planning Corp: CGDV position timeline

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

Sigma Planning Corp held 464,598 CGDV 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 464,598 shares
    Change vs previous 13F +52,770 shares

    0.58% of the 13F portfolio, value $22,903,405.

    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 411,828 shares
    Change vs previous 13F +130,999 shares

    0.49% of the 13F portfolio, value $17,524,156.

    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 280,829 shares
    Change vs previous 13F +54,493 shares

    0.34% of the 13F portfolio, value $12,316,627.

    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 226,336 shares
    Change vs previous 13F -13,816 shares

    0.27% of the 13F portfolio, value $9,517,354.

    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 240,152 shares
    Change vs previous 13F -31,322 shares

    0.29% of the 13F portfolio, value $9,485,847.

    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 271,474 shares
    Change vs previous 13F -10,939 shares

    0.31% of the 13F portfolio, value $9,677,041.

    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 282,413 shares
    Change vs previous 13F -10,010 shares

    0.31% of the 13F portfolio, value $9,957,874.

    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 292,423 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $10,658,251.

    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).