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Sigma Planning Corp: CGMS position timeline

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

Sigma Planning Corp held 34,115 CGMS 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 34,115 shares
    Change vs previous 13F -2,356 shares

    0.02% of the 13F portfolio, value $932,349.

    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 36,471 shares
    Change vs previous 13F +19,632 shares

    0.03% of the 13F portfolio, value $993,116.

    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 16,839 shares
    Change vs previous 13F -112 shares

    0.01% of the 13F portfolio, value $465,094.

    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 16,951 shares
    Change vs previous 13F -2,051 shares

    0.01% of the 13F portfolio, value $470,376.

    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 19,002 shares
    Change vs previous 13F -371 shares

    0.02% of the 13F portfolio, value $524,841.

    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 19,373 shares
    Change vs previous 13F +3,637 shares

    0.02% of the 13F portfolio, value $528,887.

    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 15,736 shares
    Change vs previous 13F -1,605 shares

    0.01% of the 13F portfolio, value $429,278.

    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 17,341 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $482,770.

    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).