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Sigma Planning Corp: IBHI position timeline

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

Sigma Planning Corp held 82,373 IBHI 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 82,373 shares
    Change vs previous 13F +5,016 shares

    0.05% of the 13F portfolio, value $1,926,700.

    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 77,357 shares
    Change vs previous 13F +20,535 shares

    0.05% of the 13F portfolio, value $1,801,095.

    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 56,822 shares
    Change vs previous 13F +12,505 shares

    0.04% of the 13F portfolio, value $1,342,712.

    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 44,317 shares
    Change vs previous 13F +8,577 shares

    0.03% of the 13F portfolio, value $1,056,970.

    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 35,740 shares
    Change vs previous 13F +5,911 shares

    0.03% of the 13F portfolio, value $846,682.

    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 29,829 shares
    Change vs previous 13F +3,548 shares

    0.02% of the 13F portfolio, value $692,640.

    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 26,281 shares
    Change vs previous 13F +14,737 shares

    0.02% of the 13F portfolio, value $616,287.

    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 11,544 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $276,137.

    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).