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Disclosery

Sigma Planning Corp: EWH position timeline

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

Sigma Planning Corp held 41,891 EWH 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 41,891 shares
    Change vs previous 13F +2,614 shares

    0.02% of the 13F portfolio, value $876,356.

    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 39,277 shares
    Change vs previous 13F +2,097 shares

    0.03% of the 13F portfolio, value $906,913.

    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 37,180 shares
    Change vs previous 13F +10,079 shares

    0.02% of the 13F portfolio, value $790,076.

    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 27,101 shares
    Change vs previous 13F +3,097 shares

    0.02% of the 13F portfolio, value $584,017.

    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 24,004 shares
    Change vs previous 13F +6,073 shares

    0.01% of the 13F portfolio, value $476,711.

    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 17,931 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $313,965.

    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).