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Disclosery

Sigma Planning Corp: EFG position timeline

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

Sigma Planning Corp held 13,546 EFG 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 13,546 shares
    Change vs previous 13F +5,450 shares

    0.04% of the 13F portfolio, value $1,685,454.

    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 8,096 shares
    Change vs previous 13F +1,400 shares

    0.03% of the 13F portfolio, value $901,652.

    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 6,696 shares
    Change vs previous 13F -132 shares

    0.02% of the 13F portfolio, value $762,841.

    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 6,828 shares
    Change vs previous 13F -4,356 shares

    0.02% of the 13F portfolio, value $777,581.

    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 11,184 shares
    Change vs previous 13F -352 shares

    0.04% of the 13F portfolio, value $1,252,655.

    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 11,536 shares
    Change vs previous 13F -5,319 shares

    0.04% of the 13F portfolio, value $1,153,574.

    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 16,855 shares
    Change vs previous 13F +529 shares

    0.05% of the 13F portfolio, value $1,632,030.

    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 16,326 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,757,486.

    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).