Skip to content
Disclosery

Sigma Planning Corp: HEFA position timeline

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

Sigma Planning Corp held 92,715 HEFA 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 92,715 shares
    Change vs previous 13F +4,915 shares

    0.11% of the 13F portfolio, value $4,350,650.

    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 87,800 shares
    Change vs previous 13F -13,226 shares

    0.1% of the 13F portfolio, value $3,731,077.

    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 101,026 shares
    Change vs previous 13F +4,749 shares

    0.12% of the 13F portfolio, value $4,178,455.

    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 96,277 shares
    Change vs previous 13F -29,380 shares

    0.11% of the 13F portfolio, value $3,813,541.

    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 125,657 shares
    Change vs previous 13F -1,233 shares

    0.14% of the 13F portfolio, value $4,769,948.

    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 126,890 shares
    Change vs previous 13F +36,249 shares

    0.15% of the 13F portfolio, value $4,604,824.

    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 90,641 shares
    Change vs previous 13F -12,488 shares

    0.1% of the 13F portfolio, value $3,149,762.

    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 103,129 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,652,838.

    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).