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Disclosery

Sigma Planning Corp: ITOT position timeline

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

Sigma Planning Corp held 46,912 ITOT 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 46,912 shares
    Change vs previous 13F +538 shares

    0.19% of the 13F portfolio, value $7,706,296.

    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 46,374 shares
    Change vs previous 13F -853 shares

    0.18% of the 13F portfolio, value $6,605,047.

    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 47,227 shares
    Change vs previous 13F -796 shares

    0.19% of the 13F portfolio, value $7,027,373.

    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 48,023 shares
    Change vs previous 13F +149 shares

    0.2% of the 13F portfolio, value $6,994,621.

    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 47,874 shares
    Change vs previous 13F -10,396 shares

    0.19% of the 13F portfolio, value $6,464,966.

    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 58,270 shares
    Change vs previous 13F -2,919 shares

    0.23% of the 13F portfolio, value $7,109,475.

    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 61,189 shares
    Change vs previous 13F -3,265 shares

    0.25% of the 13F portfolio, value $7,870,099.

    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 64,454 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $8,096,674.

    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).