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Disclosery

Sigma Planning Corp: EPU position timeline

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

Sigma Planning Corp held 7,316 EPU 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 7,316 shares
    Change vs previous 13F +2,012 shares

    0.02% of the 13F portfolio, value $610,879.

    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 5,304 shares
    Change vs previous 13F +22 shares

    0.01% of the 13F portfolio, value $428,086.

    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 5,282 shares
    Change vs previous 13F -3,013 shares

    0.01% of the 13F portfolio, value $382,153.

    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 8,295 shares
    Change vs previous 13F +505 shares

    0.01% of the 13F portfolio, value $510,167.

    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 7,790 shares
    Change vs previous 13F +1,814 shares

    0.01% of the 13F portfolio, value $378,536.

    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 5,976 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $262,272.

    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).