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Sigma Planning Corp: FDD position timeline

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

Sigma Planning Corp held 30,809 FDD 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 30,809 shares
    Change vs previous 13F +15,138 shares

    0.01% of the 13F portfolio, value $571,507.

    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 15,671 shares
    Change vs previous 13F -4,295 shares

    0.01% of the 13F portfolio, value $279,095.

    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 19,966 shares
    Change vs previous 13F +3,441 shares

    0.01% of the 13F portfolio, value $349,405.

    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 16,525 shares
    Change vs previous 13F -891 shares

    0.01% of the 13F portfolio, value $266,879.

    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 17,416 shares
    Change vs previous 13F +450 shares

    0.01% of the 13F portfolio, value $270,645.

    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 16,966 shares
    Change vs previous 13F +4,379 shares

    0.01% of the 13F portfolio, value $230,229.

    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 12,587 shares
    Change vs previous 13F +734 shares

    <0.01% of the 13F portfolio, value $141,687.

    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 11,853 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $147,688.

    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).