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Disclosery

Sigma Planning Corp: CGMU position timeline

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

Sigma Planning Corp held 26,418 CGMU 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 26,418 shares
    Change vs previous 13F +3,294 shares

    0.02% of the 13F portfolio, value $725,705.

    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 23,124 shares
    Change vs previous 13F +1,354 shares

    0.02% of the 13F portfolio, value $627,817.

    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 21,770 shares
    Change vs previous 13F +2,010 shares

    0.02% of the 13F portfolio, value $596,066.

    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 19,760 shares
    Change vs previous 13F +797 shares

    0.02% of the 13F portfolio, value $539,248.

    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 18,963 shares
    Change vs previous 13F +4,360 shares

    0.02% of the 13F portfolio, value $506,109.

    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 14,603 shares
    Change vs previous 13F +1,927 shares

    0.01% of the 13F portfolio, value $391,644.

    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 12,676 shares
    Change vs previous 13F +658 shares

    0.01% of the 13F portfolio, value $341,234.

    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 12,018 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $330,016.

    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).