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Disclosery

Sigma Planning Corp: MSTB position timeline

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

Sigma Planning Corp held 157,934 MSTB 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 157,934 shares
    Change vs previous 13F -141 shares

    0.17% of the 13F portfolio, value $6,773,639.

    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 158,075 shares
    Change vs previous 13F +12,344 shares

    0.17% of the 13F portfolio, value $6,054,252.

    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 145,731 shares
    Change vs previous 13F +4,479 shares

    0.16% of the 13F portfolio, value $5,817,562.

    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 141,252 shares
    Change vs previous 13F -12,498 shares

    0.16% of the 13F portfolio, value $5,617,675.

    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 153,750 shares
    Change vs previous 13F -2,213 shares

    0.17% of the 13F portfolio, value $5,724,655.

    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 155,963 shares
    Change vs previous 13F +424 shares

    0.16% of the 13F portfolio, value $5,040,193.

    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 155,539 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,258,025.

    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).