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Disclosery

Sigma Planning Corp: IWF position timeline

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

Sigma Planning Corp held 49,038 IWF 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 49,038 shares
    Change vs previous 13F +35,715 shares

    0.15% of the 13F portfolio, value $6,089,000.

    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 13,323 shares
    Change vs previous 13F -10 shares

    0.16% of the 13F portfolio, value $5,680,911.

    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 13,333 shares
    Change vs previous 13F -373 shares

    0.18% of the 13F portfolio, value $6,341,802.

    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 13,706 shares
    Change vs previous 13F -1,761 shares

    0.18% of the 13F portfolio, value $6,419,848.

    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 15,467 shares
    Change vs previous 13F -809 shares

    0.2% of the 13F portfolio, value $6,567,144.

    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 16,276 shares
    Change vs previous 13F +3,249 shares

    0.19% of the 13F portfolio, value $5,877,220.

    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 13,027 shares
    Change vs previous 13F +38 shares

    0.16% of the 13F portfolio, value $5,231,245.

    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 12,989 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,875,691.

    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).