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Disclosery

Sigma Planning Corp: IOO position timeline

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

Sigma Planning Corp held 58,948 IOO 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 58,948 shares
    Change vs previous 13F -1,054 shares

    0.2% of the 13F portfolio, value $8,052,290.

    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 60,002 shares
    Change vs previous 13F -8,645 shares

    0.2% of the 13F portfolio, value $7,258,475.

    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 68,647 shares
    Change vs previous 13F -12,099 shares

    0.24% of the 13F portfolio, value $8,695,514.

    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 80,746 shares
    Change vs previous 13F -22,484 shares

    0.28% of the 13F portfolio, value $9,690,312.

    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 103,230 shares
    Change vs previous 13F -6,789 shares

    0.33% of the 13F portfolio, value $11,129,221.

    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 110,019 shares
    Change vs previous 13F -30,836 shares

    0.34% of the 13F portfolio, value $10,593,717.

    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 140,855 shares
    Change vs previous 13F -22,640 shares

    0.45% of the 13F portfolio, value $14,193,935.

    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 163,495 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $16,212,160.

    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).