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Disclosery

Sigma Planning Corp: IWB position timeline

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

Sigma Planning Corp held 1,553 IWB 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 1,553 shares
    Change vs previous 13F +200 shares

    0.02% of the 13F portfolio, value $635,867.

    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 1,353 shares
    Change vs previous 13F +590 shares

    0.01% of the 13F portfolio, value $482,518.

    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 763 shares
    Change vs previous 13F +14 shares

    0.01% of the 13F portfolio, value $284,878.

    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 749 shares
    Change vs previous 13F +45 shares

    0.01% of the 13F portfolio, value $273,647.

    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 704 shares
    Change vs previous 13F -23 shares

    0.01% of the 13F portfolio, value $238,970.

    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 727 shares
    Change vs previous 13F +27 shares

    0.01% of the 13F portfolio, value $222,878.

    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 700 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $225,596.

    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 694 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $218,210.

    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).