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Disclosery

Sigma Planning Corp: IEFA position timeline

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

Sigma Planning Corp held 91,857 IEFA 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 91,857 shares
    Change vs previous 13F -46,963 shares

    0.22% of the 13F portfolio, value $8,871,546.

    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 138,820 shares
    Change vs previous 13F +12,060 shares

    0.35% of the 13F portfolio, value $12,567,394.

    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 126,760 shares
    Change vs previous 13F +15,248 shares

    0.31% of the 13F portfolio, value $11,349,132.

    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 111,512 shares
    Change vs previous 13F -8,130 shares

    0.28% of the 13F portfolio, value $9,736,138.

    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 119,642 shares
    Change vs previous 13F +1,201 shares

    0.3% of the 13F portfolio, value $9,987,726.

    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 118,441 shares
    Change vs previous 13F -16,643 shares

    0.29% of the 13F portfolio, value $8,960,076.

    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 135,084 shares
    Change vs previous 13F -88 shares

    0.3% of the 13F portfolio, value $9,493,682.

    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 135,172 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $10,550,179.

    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).