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Disclosery

Sigma Planning Corp: IUS position timeline

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

Sigma Planning Corp held 11,076 IUS 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 11,076 shares
    Change vs previous 13F +131 shares

    0.02% of the 13F portfolio, value $726,347.

    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 10,945 shares
    Change vs previous 13F -376 shares

    0.02% of the 13F portfolio, value $633,864.

    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 11,321 shares
    Change vs previous 13F +391 shares

    0.02% of the 13F portfolio, value $647,122.

    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 10,930 shares
    Change vs previous 13F +30 shares

    0.02% of the 13F portfolio, value $603,464.

    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 10,900 shares
    Change vs previous 13F -356 shares

    0.02% of the 13F portfolio, value $561,370.

    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 11,256 shares
    Change vs previous 13F +6,939 shares

    0.02% of the 13F portfolio, value $555,582.

    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 4,317 shares
    Change vs previous 13F +238 shares

    0.01% of the 13F portfolio, value $214,417.

    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 4,079 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $205,188.

    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).