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Disclosery

Sigma Planning Corp: FXU position timeline

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

Sigma Planning Corp held 52,752 FXU 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 52,752 shares
    Change vs previous 13F +6,437 shares

    0.07% of the 13F portfolio, value $2,602,777.

    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 46,315 shares
    Change vs previous 13F -40,282 shares

    0.06% of the 13F portfolio, value $2,296,778.

    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 86,597 shares
    Change vs previous 13F -845 shares

    0.11% of the 13F portfolio, value $3,898,910.

    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 87,442 shares
    Change vs previous 13F +44,002 shares

    0.11% of the 13F portfolio, value $3,974,249.

    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 43,440 shares
    Change vs previous 13F +6,166 shares

    0.06% of the 13F portfolio, value $1,840,999.

    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 37,274 shares
    Change vs previous 13F -5,825 shares

    0.05% of the 13F portfolio, value $1,528,612.

    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 43,099 shares
    Change vs previous 13F +5,348 shares

    0.05% of the 13F portfolio, value $1,630,298.

    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 37,751 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,452,650.

    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).