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Disclosery

Sigma Planning Corp: CPRT position timeline

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

Sigma Planning Corp held 7,191 CPRT 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 7,191 shares
    Change vs previous 13F -963 shares

    0.01% of the 13F portfolio, value $202,715.

    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 8,154 shares
    Change vs previous 13F -6,297 shares

    0.01% of the 13F portfolio, value $270,708.

    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 14,451 shares
    Change vs previous 13F +191 shares

    0.02% of the 13F portfolio, value $565,750.

    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 14,260 shares
    Change vs previous 13F -7,747 shares

    0.02% of the 13F portfolio, value $641,265.

    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 22,007 shares
    Change vs previous 13F -5,160 shares

    0.03% of the 13F portfolio, value $1,079,883.

    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 27,167 shares
    Change vs previous 13F -2,560 shares

    0.05% of the 13F portfolio, value $1,537,381.

    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 29,727 shares
    Change vs previous 13F -5,045 shares

    0.05% of the 13F portfolio, value $1,706,050.

    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 34,772 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,822,053.

    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).