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Disclosery

Sigma Planning Corp: EFV position timeline

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

Sigma Planning Corp held 23,945 EFV 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 23,945 shares
    Change vs previous 13F -10,335 shares

    0.05% of the 13F portfolio, value $1,832,961.

    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 34,280 shares
    Change vs previous 13F -1,428 shares

    0.07% of the 13F portfolio, value $2,548,699.

    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 35,708 shares
    Change vs previous 13F -366 shares

    0.07% of the 13F portfolio, value $2,549,926.

    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 36,074 shares
    Change vs previous 13F -5,535 shares

    0.07% of the 13F portfolio, value $2,446,895.

    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 41,609 shares
    Change vs previous 13F +11,087 shares

    0.08% of the 13F portfolio, value $2,641,362.

    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 30,522 shares
    Change vs previous 13F -3,070 shares

    0.06% of the 13F portfolio, value $1,798,951.

    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 33,592 shares
    Change vs previous 13F +11,048 shares

    0.06% of the 13F portfolio, value $1,762,567.

    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 22,544 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,296,955.

    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).