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Disclosery

Sigma Planning Corp: IWO position timeline

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

Sigma Planning Corp held 5,452 IWO 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 5,452 shares
    Change vs previous 13F -467 shares

    0.05% of the 13F portfolio, value $2,147,832.

    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 5,919 shares
    Change vs previous 13F -37 shares

    0.05% of the 13F portfolio, value $1,857,496.

    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 5,956 shares
    Change vs previous 13F -99 shares

    0.05% of the 13F portfolio, value $1,923,916.

    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 6,055 shares
    Change vs previous 13F -109 shares

    0.06% of the 13F portfolio, value $1,937,990.

    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 6,164 shares
    Change vs previous 13F -186 shares

    0.05% of the 13F portfolio, value $1,762,023.

    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 6,350 shares
    Change vs previous 13F -744 shares

    0.05% of the 13F portfolio, value $1,622,661.

    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 7,094 shares
    Change vs previous 13F +89 shares

    0.06% of the 13F portfolio, value $2,041,806.

    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 7,005 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,989,368.

    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).