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Disclosery

Sigma Planning Corp: FDVV position timeline

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

Sigma Planning Corp held 42,064 FDVV 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 42,064 shares
    Change vs previous 13F +3,784 shares

    0.06% of the 13F portfolio, value $2,536,023.

    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 38,280 shares
    Change vs previous 13F +512 shares

    0.06% of the 13F portfolio, value $2,114,581.

    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 37,768 shares
    Change vs previous 13F +3,455 shares

    0.06% of the 13F portfolio, value $2,141,094.

    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 34,313 shares
    Change vs previous 13F +6,145 shares

    0.05% of the 13F portfolio, value $1,911,561.

    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 28,168 shares
    Change vs previous 13F +753 shares

    0.04% of the 13F portfolio, value $1,465,282.

    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 27,415 shares
    Change vs previous 13F +4,289 shares

    0.04% of the 13F portfolio, value $1,359,764.

    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 23,126 shares
    Change vs previous 13F -389 shares

    0.04% of the 13F portfolio, value $1,154,904.

    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 23,515 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,191,046.

    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).