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Disclosery

Sigma Planning Corp: IUSB position timeline

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

Sigma Planning Corp held 55,332 IUSB 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 55,332 shares
    Change vs previous 13F +6,596 shares

    0.06% of the 13F portfolio, value $2,553,563.

    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 48,736 shares
    Change vs previous 13F +1,733 shares

    0.06% of the 13F portfolio, value $2,251,126.

    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 47,003 shares
    Change vs previous 13F -2,526 shares

    0.06% of the 13F portfolio, value $2,187,518.

    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 49,529 shares
    Change vs previous 13F -7,456 shares

    0.07% of the 13F portfolio, value $2,313,504.

    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 56,985 shares
    Change vs previous 13F -6,050 shares

    0.08% of the 13F portfolio, value $2,634,400.

    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 63,035 shares
    Change vs previous 13F +1,516 shares

    0.09% of the 13F portfolio, value $2,904,653.

    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 61,519 shares
    Change vs previous 13F -7,760 shares

    0.09% of the 13F portfolio, value $2,780,659.

    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 69,279 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,264,405.

    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).