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Disclosery

Sigma Planning Corp: IWP position timeline

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

Sigma Planning Corp held 43,508 IWP 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 43,508 shares
    Change vs previous 13F +504 shares

    0.16% of the 13F portfolio, value $6,369,943.

    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 43,004 shares
    Change vs previous 13F +2,045 shares

    0.15% of the 13F portfolio, value $5,509,631.

    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 40,959 shares
    Change vs previous 13F +3,854 shares

    0.16% of the 13F portfolio, value $5,618,574.

    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 37,105 shares
    Change vs previous 13F +2,227 shares

    0.15% of the 13F portfolio, value $5,284,079.

    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 34,878 shares
    Change vs previous 13F +594 shares

    0.15% of the 13F portfolio, value $4,836,923.

    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 34,284 shares
    Change vs previous 13F +373 shares

    0.13% of the 13F portfolio, value $4,028,051.

    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 33,911 shares
    Change vs previous 13F +666 shares

    0.13% of the 13F portfolio, value $4,298,272.

    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 33,245 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,899,282.

    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).