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Sigma Planning Corp: MBB position timeline

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

Sigma Planning Corp held 12,883 MBB 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 12,883 shares
    Change vs previous 13F -659 shares

    0.03% of the 13F portfolio, value $1,217,660.

    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 13,542 shares
    Change vs previous 13F +1,736 shares

    0.04% of the 13F portfolio, value $1,285,830.

    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 11,806 shares
    Change vs previous 13F -48 shares

    0.03% of the 13F portfolio, value $1,124,147.

    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 11,854 shares
    Change vs previous 13F -121 shares

    0.03% of the 13F portfolio, value $1,127,869.

    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 11,975 shares
    Change vs previous 13F +27 shares

    0.03% of the 13F portfolio, value $1,124,350.

    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 11,948 shares
    Change vs previous 13F -1,273 shares

    0.04% of the 13F portfolio, value $1,120,448.

    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 13,221 shares
    Change vs previous 13F -955 shares

    0.04% of the 13F portfolio, value $1,212,106.

    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 14,176 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,358,206.

    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).