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Disclosery

Sigma Planning Corp: FLOT position timeline

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

Sigma Planning Corp held 286,822 FLOT 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 286,822 shares
    Change vs previous 13F -21,982 shares

    0.37% of the 13F portfolio, value $14,642,252.

    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 308,804 shares
    Change vs previous 13F +8,626 shares

    0.44% of the 13F portfolio, value $15,733,568.

    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 300,178 shares
    Change vs previous 13F -19,864 shares

    0.42% of the 13F portfolio, value $15,267,049.

    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 320,042 shares
    Change vs previous 13F -24,930 shares

    0.46% of the 13F portfolio, value $16,349,355.

    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 344,972 shares
    Change vs previous 13F -6,459 shares

    0.53% of the 13F portfolio, value $17,600,466.

    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 351,431 shares
    Change vs previous 13F +105,222 shares

    0.57% of the 13F portfolio, value $17,940,566.

    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 246,209 shares
    Change vs previous 13F -51,359 shares

    0.39% of the 13F portfolio, value $12,527,113.

    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 297,568 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $15,187,887.

    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).