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Sigma Planning Corp: CGMM position timeline

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

Sigma Planning Corp held 139,127 CGMM 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 139,127 shares
    Change vs previous 13F +22,078 shares

    0.12% of the 13F portfolio, value $4,589,647.

    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 117,049 shares
    Change vs previous 13F +64,658 shares

    0.1% of the 13F portfolio, value $3,436,544.

    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 52,391 shares
    Change vs previous 13F +10,959 shares

    0.04% of the 13F portfolio, value $1,510,958.

    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 41,432 shares
    Change vs previous 13F +21,151 shares

    0.03% of the 13F portfolio, value $1,176,256.

    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 20,281 shares
    Change vs previous 13F +281 shares

    0.02% of the 13F portfolio, value $545,155.

    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 20,000 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $477,800.

    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).