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Disclosery

Sigma Planning Corp: LMBS position timeline

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

Sigma Planning Corp held 49,197 LMBS 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 49,197 shares
    Change vs previous 13F -22,261 shares

    0.06% of the 13F portfolio, value $2,449,024.

    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 71,458 shares
    Change vs previous 13F +3,414 shares

    0.1% of the 13F portfolio, value $3,559,311.

    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 68,044 shares
    Change vs previous 13F +13,097 shares

    0.09% of the 13F portfolio, value $3,401,495.

    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 54,947 shares
    Change vs previous 13F -38,868 shares

    0.08% of the 13F portfolio, value $2,735,798.

    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 93,815 shares
    Change vs previous 13F -48,131 shares

    0.14% of the 13F portfolio, value $4,621,335.

    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 141,946 shares
    Change vs previous 13F -2,250 shares

    0.22% of the 13F portfolio, value $6,978,060.

    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 144,196 shares
    Change vs previous 13F -28,141 shares

    0.22% of the 13F portfolio, value $7,017,996.

    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 172,337 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $8,515,166.

    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).