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Disclosery

Sigma Planning Corp: IJR position timeline

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

Sigma Planning Corp held 135,003 IJR 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 135,003 shares
    Change vs previous 13F -39,254 shares

    0.5% of the 13F portfolio, value $20,022,232.

    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 174,257 shares
    Change vs previous 13F -19,415 shares

    0.6% of the 13F portfolio, value $21,661,833.

    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 193,672 shares
    Change vs previous 13F +3,158 shares

    0.64% of the 13F portfolio, value $23,277,723.

    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 190,514 shares
    Change vs previous 13F +1,582 shares

    0.64% of the 13F portfolio, value $22,638,788.

    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 188,932 shares
    Change vs previous 13F +6,273 shares

    0.62% of the 13F portfolio, value $20,648,353.

    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 182,659 shares
    Change vs previous 13F -17,120 shares

    0.61% of the 13F portfolio, value $19,100,694.

    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 199,779 shares
    Change vs previous 13F +669 shares

    0.72% of the 13F portfolio, value $23,018,541.

    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 199,110 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $23,287,956.

    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).