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Disclosery

Sigma Planning Corp: JEPQ position timeline

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

Sigma Planning Corp held 183,824 JEPQ 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 183,824 shares
    Change vs previous 13F +109,265 shares

    0.28% of the 13F portfolio, value $11,297,797.

    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 74,559 shares
    Change vs previous 13F +5,968 shares

    0.12% of the 13F portfolio, value $4,139,504.

    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 68,591 shares
    Change vs previous 13F +615 shares

    0.11% of the 13F portfolio, value $3,987,499.

    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 67,976 shares
    Change vs previous 13F +1,355 shares

    0.11% of the 13F portfolio, value $3,909,975.

    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 66,621 shares
    Change vs previous 13F -2,780 shares

    0.11% of the 13F portfolio, value $3,624,204.

    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 69,401 shares
    Change vs previous 13F +11,504 shares

    0.11% of the 13F portfolio, value $3,593,603.

    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 57,897 shares
    Change vs previous 13F +7,333 shares

    0.1% of the 13F portfolio, value $3,264,251.

    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 50,564 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,777,500.

    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).