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Disclosery

Sigma Planning Corp: FVD position timeline

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

Sigma Planning Corp held 106,906 FVD 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 106,906 shares
    Change vs previous 13F -17,302 shares

    0.13% of the 13F portfolio, value $5,150,746.

    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 124,208 shares
    Change vs previous 13F -4,804 shares

    0.16% of the 13F portfolio, value $5,841,496.

    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 129,012 shares
    Change vs previous 13F +24,565 shares

    0.16% of the 13F portfolio, value $5,944,892.

    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 104,447 shares
    Change vs previous 13F -9,083 shares

    0.14% of the 13F portfolio, value $4,829,608.

    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 113,530 shares
    Change vs previous 13F +3,341 shares

    0.15% of the 13F portfolio, value $5,074,782.

    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 110,189 shares
    Change vs previous 13F +610 shares

    0.16% of the 13F portfolio, value $4,913,333.

    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 109,579 shares
    Change vs previous 13F +11,465 shares

    0.15% of the 13F portfolio, value $4,782,019.

    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 98,114 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,463,209.

    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).