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Sigma Planning Corp: IBB position timeline

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

Sigma Planning Corp held 8,039 IBB 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 8,039 shares
    Change vs previous 13F -1,992 shares

    0.04% of the 13F portfolio, value $1,528,932.

    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 10,031 shares
    Change vs previous 13F +3,766 shares

    0.05% of the 13F portfolio, value $1,693,713.

    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 6,265 shares
    Change vs previous 13F +1,386 shares

    0.03% of the 13F portfolio, value $1,057,301.

    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 4,879 shares
    Change vs previous 13F -137 shares

    0.02% of the 13F portfolio, value $704,444.

    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 5,016 shares
    Change vs previous 13F -1,175 shares

    0.02% of the 13F portfolio, value $634,539.

    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 6,191 shares
    Change vs previous 13F -182 shares

    0.03% of the 13F portfolio, value $791,841.

    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 6,373 shares
    Change vs previous 13F -710 shares

    0.03% of the 13F portfolio, value $842,566.

    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 7,083 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,031,227.

    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).