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Sigma Planning Corp: LQD position timeline

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

Sigma Planning Corp held 335,905 LQD 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 335,905 shares
    Change vs previous 13F -5,403 shares

    0.92% of the 13F portfolio, value $36,637,103.

    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 341,308 shares
    Change vs previous 13F +8,411 shares

    1.03% of the 13F portfolio, value $37,199,130.

    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 332,897 shares
    Change vs previous 13F +10,162 shares

    1.01% of the 13F portfolio, value $36,729,343.

    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 322,735 shares
    Change vs previous 13F +6,834 shares

    1.02% of the 13F portfolio, value $35,975,296.

    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 315,901 shares
    Change vs previous 13F -1,815 shares

    1.04% of the 13F portfolio, value $34,625,914.

    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 317,716 shares
    Change vs previous 13F +11,019 shares

    1.1% of the 13F portfolio, value $34,532,508.

    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 306,697 shares
    Change vs previous 13F -10,368 shares

    1.03% of the 13F portfolio, value $32,767,469.

    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 317,065 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $35,821,945.

    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).