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Disclosery

Sigma Planning Corp: HDV position timeline

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

Sigma Planning Corp held 279,010 HDV 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 279,010 shares
    Change vs previous 13F +221,822 shares

    0.19% of the 13F portfolio, value $7,647,665.

    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 57,188 shares
    Change vs previous 13F +371 shares

    0.22% of the 13F portfolio, value $7,761,616.

    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 56,817 shares
    Change vs previous 13F -162 shares

    0.19% of the 13F portfolio, value $6,909,480.

    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 56,979 shares
    Change vs previous 13F +2,167 shares

    0.2% of the 13F portfolio, value $6,977,065.

    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 54,812 shares
    Change vs previous 13F -3,973 shares

    0.19% of the 13F portfolio, value $6,422,366.

    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 58,785 shares
    Change vs previous 13F -217 shares

    0.23% of the 13F portfolio, value $7,119,987.

    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 59,002 shares
    Change vs previous 13F +631 shares

    0.21% of the 13F portfolio, value $6,623,580.

    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 58,371 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,865,553.

    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).