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Disclosery

Sigma Planning Corp: MSFT position timeline

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

Sigma Planning Corp held 134,286 MSFT 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 134,286 shares
    Change vs previous 13F -775 shares

    1.26% of the 13F portfolio, value $50,091,250.

    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 135,061 shares
    Change vs previous 13F +50 shares

    1.39% of the 13F portfolio, value $49,995,393.

    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 135,011 shares
    Change vs previous 13F +340 shares

    1.81% of the 13F portfolio, value $65,425,413.

    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 134,671 shares
    Change vs previous 13F -784 shares

    1.98% of the 13F portfolio, value $69,752,648.

    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 135,455 shares
    Change vs previous 13F -16,246 shares

    2.03% of the 13F portfolio, value $67,376,771.

    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 151,701 shares
    Change vs previous 13F +2,425 shares

    1.82% of the 13F portfolio, value $56,947,088.

    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 149,276 shares
    Change vs previous 13F -9,785 shares

    1.98% of the 13F portfolio, value $62,919,705.

    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 159,061 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $68,443,869.

    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).