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Sigma Planning Corp: IWR position timeline

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

Sigma Planning Corp held 36,363 IWR 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 36,363 shares
    Change vs previous 13F +3,059 shares

    0.1% of the 13F portfolio, value $4,011,593.

    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 33,304 shares
    Change vs previous 13F +1,281 shares

    0.09% of the 13F portfolio, value $3,238,134.

    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 32,023 shares
    Change vs previous 13F +2,560 shares

    0.09% of the 13F portfolio, value $3,082,846.

    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 29,463 shares
    Change vs previous 13F -919 shares

    0.08% of the 13F portfolio, value $2,844,607.

    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 30,382 shares
    Change vs previous 13F +3,690 shares

    0.08% of the 13F portfolio, value $2,794,217.

    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 26,692 shares
    Change vs previous 13F +4,163 shares

    0.07% of the 13F portfolio, value $2,270,693.

    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 22,529 shares
    Change vs previous 13F -4,817 shares

    0.06% of the 13F portfolio, value $1,991,533.

    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 27,346 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,410,302.

    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).