Skip to content

Sigma Planning Corp: FTA position timeline

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

Sigma Planning Corp held 5,553 FTA 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 5,553 shares
    Change vs previous 13F -277 shares

    0.01% of the 13F portfolio, value $537,502.

    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 5,830 shares
    Change vs previous 13F +595 shares

    0.01% of the 13F portfolio, value $538,434.

    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 5,235 shares
    Change vs previous 13F -4,895 shares

    0.01% of the 13F portfolio, value $450,986.

    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 10,130 shares
    Change vs previous 13F +515 shares

    0.02% of the 13F portfolio, value $844,095.

    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 9,615 shares
    Change vs previous 13F -12,154 shares

    0.02% of the 13F portfolio, value $756,038.

    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 21,769 shares
    Change vs previous 13F +4,369 shares

    0.05% of the 13F portfolio, value $1,670,109.

    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 17,400 shares
    Change vs previous 13F +3,597 shares

    0.04% of the 13F portfolio, value $1,330,395.

    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 13,803 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,092,200.

    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).