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Disclosery

Sigma Planning Corp: CMS position timeline

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

Sigma Planning Corp held 39,672 CMS 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 39,672 shares
    Change vs previous 13F +5,300 shares

    0.08% of the 13F portfolio, value $3,034,897.

    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 34,372 shares
    Change vs previous 13F +951 shares

    0.07% of the 13F portfolio, value $2,666,555.

    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 33,421 shares
    Change vs previous 13F +1,585 shares

    0.06% of the 13F portfolio, value $2,337,148.

    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 31,836 shares
    Change vs previous 13F +221 shares

    0.07% of the 13F portfolio, value $2,332,327.

    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 31,615 shares
    Change vs previous 13F -430 shares

    0.07% of the 13F portfolio, value $2,190,264.

    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 32,045 shares
    Change vs previous 13F +142 shares

    0.08% of the 13F portfolio, value $2,406,926.

    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 31,903 shares
    Change vs previous 13F -1,830 shares

    0.07% of the 13F portfolio, value $2,126,363.

    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 33,733 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,382,560.

    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).