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Disclosery

Sigma Planning Corp: FDL position timeline

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

Sigma Planning Corp held 138,389 FDL 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 138,389 shares
    Change vs previous 13F +41,434 shares

    0.17% of the 13F portfolio, value $6,734,030.

    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 96,955 shares
    Change vs previous 13F -12,698 shares

    0.14% of the 13F portfolio, value $4,925,291.

    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 109,653 shares
    Change vs previous 13F +11,480 shares

    0.13% of the 13F portfolio, value $4,862,015.

    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 98,173 shares
    Change vs previous 13F -6,409 shares

    0.12% of the 13F portfolio, value $4,261,701.

    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 104,582 shares
    Change vs previous 13F +18,928 shares

    0.13% of the 13F portfolio, value $4,378,839.

    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 85,654 shares
    Change vs previous 13F +538 shares

    0.12% of the 13F portfolio, value $3,720,812.

    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 85,116 shares
    Change vs previous 13F +1,358 shares

    0.11% of the 13F portfolio, value $3,426,775.

    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 83,758 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,513,653.

    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).