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Disclosery

Sigma Planning Corp: NEAR position timeline

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

Sigma Planning Corp held 90,263 NEAR 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 90,263 shares
    Change vs previous 13F +10,208 shares

    0.12% of the 13F portfolio, value $4,572,730.

    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 80,055 shares
    Change vs previous 13F +8,032 shares

    0.11% of the 13F portfolio, value $4,069,619.

    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 72,023 shares
    Change vs previous 13F +8,867 shares

    0.1% of the 13F portfolio, value $3,680,365.

    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 63,156 shares
    Change vs previous 13F +2,574 shares

    0.09% of the 13F portfolio, value $3,238,615.

    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 60,582 shares
    Change vs previous 13F -5,326 shares

    0.09% of the 13F portfolio, value $3,095,729.

    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 65,908 shares
    Change vs previous 13F +1,770 shares

    0.11% of the 13F portfolio, value $3,352,726.

    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 64,138 shares
    Change vs previous 13F +7,433 shares

    0.1% of the 13F portfolio, value $3,238,987.

    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 56,705 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,905,570.

    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).