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Disclosery

Sigma Planning Corp: CPB position timeline

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

Sigma Planning Corp held 168,176 CPB 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 168,176 shares
    Change vs previous 13F +69,871 shares

    0.09% of the 13F portfolio, value $3,745,285.

    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 98,305 shares
    Change vs previous 13F +24,615 shares

    0.06% of the 13F portfolio, value $2,189,262.

    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 73,690 shares
    Change vs previous 13F +4,368 shares

    0.06% of the 13F portfolio, value $2,054,017.

    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 69,322 shares
    Change vs previous 13F +12,982 shares

    0.06% of the 13F portfolio, value $2,189,198.

    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 56,340 shares
    Change vs previous 13F +12,447 shares

    0.05% of the 13F portfolio, value $1,726,818.

    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 43,893 shares
    Change vs previous 13F +14,988 shares

    0.06% of the 13F portfolio, value $1,752,202.

    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 28,905 shares
    Change vs previous 13F +3,127 shares

    0.04% of the 13F portfolio, value $1,210,537.

    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 25,778 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,261,048.

    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).