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Disclosery

Sigma Planning Corp: CGUS position timeline

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

Sigma Planning Corp held 48,477 CGUS 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 48,477 shares
    Change vs previous 13F +9,970 shares

    0.05% of the 13F portfolio, value $2,156,279.

    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 38,507 shares
    Change vs previous 13F +2,780 shares

    0.04% of the 13F portfolio, value $1,479,466.

    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 35,727 shares
    Change vs previous 13F +6,972 shares

    0.04% of the 13F portfolio, value $1,437,298.

    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 28,755 shares
    Change vs previous 13F +5,092 shares

    0.03% of the 13F portfolio, value $1,136,965.

    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 23,663 shares
    Change vs previous 13F +4,982 shares

    0.03% of the 13F portfolio, value $873,860.

    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 18,681 shares
    Change vs previous 13F +3,021 shares

    0.02% of the 13F portfolio, value $623,941.

    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 15,660 shares
    Change vs previous 13F +897 shares

    0.02% of the 13F portfolio, value $547,621.

    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 14,763 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $506,067.

    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).