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Disclosery

Sigma Planning Corp: IVW position timeline

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

Sigma Planning Corp held 427,683 IVW 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 427,683 shares
    Change vs previous 13F -4,663 shares

    1.48% of the 13F portfolio, value $58,819,206.

    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 432,346 shares
    Change vs previous 13F -1,631 shares

    1.36% of the 13F portfolio, value $48,902,603.

    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 433,977 shares
    Change vs previous 13F +2,811 shares

    1.48% of the 13F portfolio, value $53,491,967.

    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 431,166 shares
    Change vs previous 13F +3,293 shares

    1.48% of the 13F portfolio, value $52,050,296.

    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 427,873 shares
    Change vs previous 13F +11,241 shares

    1.42% of the 13F portfolio, value $47,108,784.

    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 416,632 shares
    Change vs previous 13F -53,824 shares

    1.23% of the 13F portfolio, value $38,675,925.

    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 470,456 shares
    Change vs previous 13F -36,257 shares

    1.5% of the 13F portfolio, value $47,765,417.

    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 506,713 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $48,517,785.

    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).