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Disclosery

Sigma Planning Corp: IDV position timeline

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

Sigma Planning Corp held 368,931 IDV 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 368,931 shares
    Change vs previous 13F +4,179 shares

    0.38% of the 13F portfolio, value $15,284,797.

    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 364,752 shares
    Change vs previous 13F -22,096 shares

    0.43% of the 13F portfolio, value $15,523,839.

    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 386,848 shares
    Change vs previous 13F -3,691 shares

    0.42% of the 13F portfolio, value $15,261,165.

    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 390,539 shares
    Change vs previous 13F -17,399 shares

    0.41% of the 13F portfolio, value $14,274,218.

    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 407,938 shares
    Change vs previous 13F +392,460 shares

    0.42% of the 13F portfolio, value $14,077,936.

    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 15,478 shares
    Change vs previous 13F +105 shares

    0.02% of the 13F portfolio, value $480,119.

    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 15,373 shares
    Change vs previous 13F +414 shares

    0.01% of the 13F portfolio, value $420,907.

    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 14,959 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $452,197.

    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).