Skip to content
Disclosery

Sigma Planning Corp: MORT position timeline

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

Sigma Planning Corp held 21,837 MORT 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 21,837 shares
    Change vs previous 13F +2,549 shares

    0.01% of the 13F portfolio, value $226,236.

    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 19,288 shares
    Change vs previous 13F -1,000 shares

    0.01% of the 13F portfolio, value $197,892.

    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 20,288 shares
    Change vs previous 13F +2,988 shares

    0.01% of the 13F portfolio, value $213,224.

    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 17,300 shares
    Change vs previous 13F +3,100 shares

    0.01% of the 13F portfolio, value $186,321.

    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 14,200 shares
    Change vs previous 13F +1,250 shares

    <0.01% of the 13F portfolio, value $149,952.

    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 12,950 shares
    Change vs previous 13F +500 shares

    <0.01% of the 13F portfolio, value $144,652.

    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 12,450 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $132,219.

    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 12,450 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $150,272.

    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).