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Disclosery

Sigma Planning Corp: COST position timeline

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

Sigma Planning Corp held 15,730 COST 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 15,730 shares
    Change vs previous 13F +892 shares

    0.37% of the 13F portfolio, value $14,714,863.

    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 14,838 shares
    Change vs previous 13F -1,069 shares

    0.41% of the 13F portfolio, value $14,784,811.

    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 15,907 shares
    Change vs previous 13F +280 shares

    0.38% of the 13F portfolio, value $13,717,312.

    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 15,627 shares
    Change vs previous 13F -61 shares

    0.41% of the 13F portfolio, value $14,464,810.

    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 15,688 shares
    Change vs previous 13F -3,754 shares

    0.47% of the 13F portfolio, value $15,530,238.

    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 19,442 shares
    Change vs previous 13F +2,331 shares

    0.59% of the 13F portfolio, value $18,387,596.

    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 17,111 shares
    Change vs previous 13F -124 shares

    0.49% of the 13F portfolio, value $15,678,619.

    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 17,235 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $15,279,028.

    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).