Skip to content
Disclosery

Sigma Planning Corp: IWM position timeline

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

Sigma Planning Corp held 20,404 IWM 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 20,404 shares
    Change vs previous 13F +256 shares

    0.15% of the 13F portfolio, value $6,130,338.

    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 20,148 shares
    Change vs previous 13F +868 shares

    0.14% of the 13F portfolio, value $4,996,818.

    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 19,280 shares
    Change vs previous 13F -1,132 shares

    0.13% of the 13F portfolio, value $4,746,084.

    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 20,412 shares
    Change vs previous 13F +3,017 shares

    0.14% of the 13F portfolio, value $4,938,817.

    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 17,395 shares
    Change vs previous 13F -3,803 shares

    0.11% of the 13F portfolio, value $3,753,680.

    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 21,198 shares
    Change vs previous 13F -5,300 shares

    0.13% of the 13F portfolio, value $4,228,832.

    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 26,498 shares
    Change vs previous 13F -17,120 shares

    0.18% of the 13F portfolio, value $5,855,019.

    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 43,618 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $9,634,716.

    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).