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Disclosery

Sigma Planning Corp: FDIS position timeline

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

Sigma Planning Corp held 6,274 FDIS 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 6,274 shares
    Change vs previous 13F -5,299 shares

    0.02% of the 13F portfolio, value $645,191.

    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 11,573 shares
    Change vs previous 13F -1,585 shares

    0.03% of the 13F portfolio, value $1,079,333.

    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 13,158 shares
    Change vs previous 13F -3,068 shares

    0.04% of the 13F portfolio, value $1,344,264.

    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 16,226 shares
    Change vs previous 13F -7,796 shares

    0.05% of the 13F portfolio, value $1,669,200.

    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 24,022 shares
    Change vs previous 13F +580 shares

    0.07% of the 13F portfolio, value $2,259,755.

    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 23,442 shares
    Change vs previous 13F -3,237 shares

    0.06% of the 13F portfolio, value $1,981,063.

    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 26,679 shares
    Change vs previous 13F +15,553 shares

    0.08% of the 13F portfolio, value $2,600,106.

    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 11,126 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $984,018.

    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).