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Sigma Planning Corp: IQLT position timeline

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

Sigma Planning Corp held 76,911 IQLT 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 76,911 shares
    Change vs previous 13F +907 shares

    0.1% of the 13F portfolio, value $3,810,925.

    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 76,004 shares
    Change vs previous 13F +826 shares

    0.1% of the 13F portfolio, value $3,513,681.

    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 75,178 shares
    Change vs previous 13F -109 shares

    0.09% of the 13F portfolio, value $3,418,401.

    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 75,287 shares
    Change vs previous 13F +505 shares

    0.09% of the 13F portfolio, value $3,326,947.

    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 74,782 shares
    Change vs previous 13F +8,505 shares

    0.1% of the 13F portfolio, value $3,232,096.

    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 66,277 shares
    Change vs previous 13F +602 shares

    0.08% of the 13F portfolio, value $2,630,542.

    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 65,675 shares
    Change vs previous 13F -20,895 shares

    0.08% of the 13F portfolio, value $2,437,856.

    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 86,570 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,591,801.

    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).