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Disclosery

Sigma Planning Corp: IWS position timeline

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

Sigma Planning Corp held 24,464 IWS 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 24,464 shares
    Change vs previous 13F +202 shares

    0.1% of the 13F portfolio, value $4,026,769.

    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 24,262 shares
    Change vs previous 13F +245 shares

    0.1% of the 13F portfolio, value $3,535,972.

    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 24,017 shares
    Change vs previous 13F +1,667 shares

    0.09% of the 13F portfolio, value $3,387,560.

    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 22,350 shares
    Change vs previous 13F +1,016 shares

    0.09% of the 13F portfolio, value $3,121,563.

    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 21,334 shares
    Change vs previous 13F -154 shares

    0.08% of the 13F portfolio, value $2,819,105.

    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 21,488 shares
    Change vs previous 13F +2,318 shares

    0.09% of the 13F portfolio, value $2,706,802.

    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 19,170 shares
    Change vs previous 13F +871 shares

    0.08% of the 13F portfolio, value $2,479,447.

    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 18,299 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,420,028.

    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).