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Disclosery

Sigma Planning Corp: IVV position timeline

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

Sigma Planning Corp held 282,773 IVV 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 282,773 shares
    Change vs previous 13F -15,878 shares

    5.33% of the 13F portfolio, value $211,766,021.

    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 298,651 shares
    Change vs previous 13F +5,069 shares

    5.42% of the 13F portfolio, value $195,082,053.

    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 293,582 shares
    Change vs previous 13F +540 shares

    5.55% of the 13F portfolio, value $201,114,752.

    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 293,042 shares
    Change vs previous 13F -14,989 shares

    5.58% of the 13F portfolio, value $196,132,711.

    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 308,031 shares
    Change vs previous 13F -14,688 shares

    5.75% of the 13F portfolio, value $191,256,717.

    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 322,719 shares
    Change vs previous 13F -10,729 shares

    5.78% of the 13F portfolio, value $181,336,078.

    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 333,448 shares
    Change vs previous 13F -610 shares

    6.16% of the 13F portfolio, value $196,293,888.

    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 334,058 shares
    Change vs previous 13F not available

    5.9% of the 13F portfolio, value $192,691,171.

    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).