Skip to content
Disclosery

Sigma Planning Corp: EXC position timeline

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

Sigma Planning Corp held 19,946 EXC 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 19,946 shares
    Change vs previous 13F +1,907 shares

    0.02% of the 13F portfolio, value $929,881.

    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 18,039 shares
    Change vs previous 13F +751 shares

    0.02% of the 13F portfolio, value $884,284.

    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 17,288 shares
    Change vs previous 13F +998 shares

    0.02% of the 13F portfolio, value $753,591.

    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 16,290 shares
    Change vs previous 13F -66 shares

    0.02% of the 13F portfolio, value $733,231.

    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 16,356 shares
    Change vs previous 13F +350 shares

    0.02% of the 13F portfolio, value $710,188.

    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 16,006 shares
    Change vs previous 13F +508 shares

    0.02% of the 13F portfolio, value $737,557.

    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 15,498 shares
    Change vs previous 13F -1,537 shares

    0.02% of the 13F portfolio, value $583,328.

    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 17,035 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $690,781.

    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).