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Disclosery

Sigma Planning Corp: F position timeline

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

Sigma Planning Corp held 238,084 F 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 238,084 shares
    Change vs previous 13F -54,674 shares

    0.08% of the 13F portfolio, value $3,309,371.

    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 292,758 shares
    Change vs previous 13F +17,479 shares

    0.09% of the 13F portfolio, value $3,378,429.

    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 275,279 shares
    Change vs previous 13F -13,512 shares

    0.1% of the 13F portfolio, value $3,611,413.

    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 288,791 shares
    Change vs previous 13F -45,922 shares

    0.1% of the 13F portfolio, value $3,453,936.

    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 334,713 shares
    Change vs previous 13F -50,892 shares

    0.11% of the 13F portfolio, value $3,631,638.

    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 385,605 shares
    Change vs previous 13F +17,521 shares

    0.12% of the 13F portfolio, value $3,867,620.

    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 368,084 shares
    Change vs previous 13F -89,222 shares

    0.11% of the 13F portfolio, value $3,644,035.

    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 457,306 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,829,148.

    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).