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Disclosery

Sigma Planning Corp: MUNI position timeline

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

Sigma Planning Corp held 12,920 MUNI 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 12,920 shares
    Change vs previous 13F +6,450 shares

    0.02% of the 13F portfolio, value $679,604.

    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 6,470 shares
    Change vs previous 13F +1,838 shares

    0.01% of the 13F portfolio, value $337,675.

    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 4,632 shares
    Change vs previous 13F +202 shares

    0.01% of the 13F portfolio, value $242,775.

    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 4,430 shares
    Change vs previous 13F -6,805 shares

    0.01% of the 13F portfolio, value $231,616.

    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 11,235 shares
    Change vs previous 13F +3,545 shares

    0.02% of the 13F portfolio, value $577,038.

    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 7,690 shares
    Change vs previous 13F -745 shares

    0.01% of the 13F portfolio, value $396,423.

    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 8,435 shares
    Change vs previous 13F -245 shares

    0.01% of the 13F portfolio, value $436,346.

    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 8,680 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $459,878.

    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).