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Disclosery

Sigma Planning Corp: CWB position timeline

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

Sigma Planning Corp held 10,498 CWB 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 10,498 shares
    Change vs previous 13F -194 shares

    0.03% of the 13F portfolio, value $1,131,936.

    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 10,692 shares
    Change vs previous 13F -220 shares

    0.03% of the 13F portfolio, value $978,563.

    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 10,912 shares
    Change vs previous 13F +312 shares

    0.03% of the 13F portfolio, value $973,375.

    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 10,600 shares
    Change vs previous 13F -54 shares

    0.03% of the 13F portfolio, value $959,341.

    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 10,654 shares
    Change vs previous 13F -79 shares

    0.03% of the 13F portfolio, value $880,658.

    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 10,733 shares
    Change vs previous 13F -165 shares

    0.03% of the 13F portfolio, value $822,375.

    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 10,898 shares
    Change vs previous 13F +288 shares

    0.03% of the 13F portfolio, value $848,883.

    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 10,610 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $812,605.

    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).