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Disclosery

Sigma Planning Corp: FVAL position timeline

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

Sigma Planning Corp held 16,308 FVAL 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 16,308 shares
    Change vs previous 13F -248 shares

    0.03% of the 13F portfolio, value $1,270,971.

    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 16,556 shares
    Change vs previous 13F -440 shares

    0.03% of the 13F portfolio, value $1,149,007.

    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 16,996 shares
    Change vs previous 13F -3,857 shares

    0.03% of the 13F portfolio, value $1,228,307.

    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 20,853 shares
    Change vs previous 13F -2,969 shares

    0.04% of the 13F portfolio, value $1,436,121.

    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 23,822 shares
    Change vs previous 13F -121 shares

    0.05% of the 13F portfolio, value $1,521,532.

    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 23,943 shares
    Change vs previous 13F +4,449 shares

    0.05% of the 13F portfolio, value $1,426,780.

    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 19,494 shares
    Change vs previous 13F -944 shares

    0.04% of the 13F portfolio, value $1,199,312.

    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 20,438 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,238,513.

    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).