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Disclosery

Sigma Planning Corp: FV position timeline

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

Sigma Planning Corp held 30,335 FV 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 30,335 shares
    Change vs previous 13F -909 shares

    0.06% of the 13F portfolio, value $2,301,820.

    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 31,244 shares
    Change vs previous 13F -106 shares

    0.05% of the 13F portfolio, value $1,888,312.

    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 31,350 shares
    Change vs previous 13F -2,253 shares

    0.05% of the 13F portfolio, value $1,972,521.

    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 33,603 shares
    Change vs previous 13F -11,501 shares

    0.06% of the 13F portfolio, value $2,080,707.

    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 45,104 shares
    Change vs previous 13F -102,501 shares

    0.08% of the 13F portfolio, value $2,672,871.

    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 147,605 shares
    Change vs previous 13F +9,239 shares

    0.26% of the 13F portfolio, value $8,097,584.

    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 138,366 shares
    Change vs previous 13F +14,356 shares

    0.26% of the 13F portfolio, value $8,171,895.

    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 124,010 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,226,080.

    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).