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Disclosery

Sigma Planning Corp: IBM position timeline

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

Sigma Planning Corp held 41,417 IBM 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 41,417 shares
    Change vs previous 13F -1,260 shares

    0.29% of the 13F portfolio, value $11,646,925.

    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 42,677 shares
    Change vs previous 13F -1,911 shares

    0.29% of the 13F portfolio, value $10,344,382.

    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 44,588 shares
    Change vs previous 13F +5,202 shares

    0.36% of the 13F portfolio, value $13,210,778.

    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 39,386 shares
    Change vs previous 13F +3,111 shares

    0.32% of the 13F portfolio, value $11,113,047.

    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 36,275 shares
    Change vs previous 13F -2,843 shares

    0.32% of the 13F portfolio, value $10,693,235.

    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 39,118 shares
    Change vs previous 13F +3,015 shares

    0.31% of the 13F portfolio, value $9,727,035.

    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 36,103 shares
    Change vs previous 13F +1,972 shares

    0.25% of the 13F portfolio, value $7,936,502.

    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 34,131 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,545,719.

    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).