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Sigma Planning Corp: IUSV position timeline

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

Sigma Planning Corp held 102,816 IUSV 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 102,816 shares
    Change vs previous 13F +1,976 shares

    0.29% of the 13F portfolio, value $11,325,208.

    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 100,840 shares
    Change vs previous 13F -7,902 shares

    0.29% of the 13F portfolio, value $10,310,872.

    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 108,742 shares
    Change vs previous 13F -19,487 shares

    0.31% of the 13F portfolio, value $11,150,417.

    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 128,229 shares
    Change vs previous 13F +1,999 shares

    0.36% of the 13F portfolio, value $12,816,519.

    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 126,230 shares
    Change vs previous 13F +2,238 shares

    0.36% of the 13F portfolio, value $11,945,106.

    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 123,992 shares
    Change vs previous 13F -1,737 shares

    0.37% of the 13F portfolio, value $11,443,177.

    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 125,729 shares
    Change vs previous 13F +7,618 shares

    0.37% of the 13F portfolio, value $11,641,250.

    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 118,111 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $11,278,407.

    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).