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Disclosery

Sigma Planning Corp: MSIF position timeline

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

Sigma Planning Corp held 182,577 MSIF 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 182,577 shares
    Change vs previous 13F -24,962 shares

    0.05% of the 13F portfolio, value $2,112,412.

    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 207,539 shares
    Change vs previous 13F +73,847 shares

    0.07% of the 13F portfolio, value $2,527,821.

    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 133,692 shares
    Change vs previous 13F +78,721 shares

    0.05% of the 13F portfolio, value $1,753,107.

    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 54,971 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $721,764.

    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).