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Disclosery

Sigma Planning Corp: DFAT position timeline

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

Sigma Planning Corp held 42,331 DFAT 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 42,331 shares
    Change vs previous 13F +477 shares

    0.07% of the 13F portfolio, value $2,958,933.

    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 41,854 shares
    Change vs previous 13F -79 shares

    0.07% of the 13F portfolio, value $2,613,789.

    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 41,933 shares
    Change vs previous 13F -2,077 shares

    0.07% of the 13F portfolio, value $2,496,715.

    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 44,010 shares
    Change vs previous 13F +722 shares

    0.07% of the 13F portfolio, value $2,561,808.

    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 43,288 shares
    Change vs previous 13F +5,220 shares

    0.07% of the 13F portfolio, value $2,335,832.

    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 38,068 shares
    Change vs previous 13F +349 shares

    0.06% of the 13F portfolio, value $1,960,142.

    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 37,719 shares
    Change vs previous 13F +1,992 shares

    0.07% of the 13F portfolio, value $2,099,459.

    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 35,727 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,987,508.

    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).