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Disclosery

Sigma Planning Corp: D position timeline

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

Sigma Planning Corp held 13,352 D 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 13,352 shares
    Change vs previous 13F -659 shares

    0.02% of the 13F portfolio, value $911,784.

    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 14,011 shares
    Change vs previous 13F -150 shares

    0.02% of the 13F portfolio, value $866,175.

    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 14,161 shares
    Change vs previous 13F -1,981 shares

    0.02% of the 13F portfolio, value $829,720.

    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 16,142 shares
    Change vs previous 13F -1,738 shares

    0.03% of the 13F portfolio, value $987,430.

    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 17,880 shares
    Change vs previous 13F -5,962 shares

    0.03% of the 13F portfolio, value $1,010,555.

    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 23,842 shares
    Change vs previous 13F -272 shares

    0.04% of the 13F portfolio, value $1,336,835.

    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 24,114 shares
    Change vs previous 13F +910 shares

    0.04% of the 13F portfolio, value $1,298,754.

    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 23,204 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,340,956.

    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).