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Sigma Planning Corp: IEF position timeline

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

Sigma Planning Corp held 28,294 IEF 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 28,294 shares
    Change vs previous 13F -7,448 shares

    0.07% of the 13F portfolio, value $2,675,725.

    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 35,742 shares
    Change vs previous 13F +1,407 shares

    0.09% of the 13F portfolio, value $3,411,216.

    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 34,335 shares
    Change vs previous 13F +2,066 shares

    0.09% of the 13F portfolio, value $3,301,673.

    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 32,269 shares
    Change vs previous 13F +983 shares

    0.09% of the 13F portfolio, value $3,112,657.

    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 31,286 shares
    Change vs previous 13F +4 shares

    0.09% of the 13F portfolio, value $2,996,289.

    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 31,282 shares
    Change vs previous 13F +4,075 shares

    0.1% of the 13F portfolio, value $2,983,323.

    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 27,207 shares
    Change vs previous 13F -4,651 shares

    0.08% of the 13F portfolio, value $2,515,263.

    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 31,858 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,125,953.

    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).