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Disclosery

Sigma Planning Corp: O position timeline

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

Sigma Planning Corp held 63,195 O 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 63,195 shares
    Change vs previous 13F +2,738 shares

    0.1% of the 13F portfolio, value $3,915,787.

    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 60,457 shares
    Change vs previous 13F -3,585 shares

    0.1% of the 13F portfolio, value $3,699,098.

    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 64,042 shares
    Change vs previous 13F +3,674 shares

    0.1% of the 13F portfolio, value $3,610,305.

    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 60,368 shares
    Change vs previous 13F -9 shares

    0.1% of the 13F portfolio, value $3,669,757.

    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 60,377 shares
    Change vs previous 13F -521 shares

    0.1% of the 13F portfolio, value $3,478,344.

    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 60,898 shares
    Change vs previous 13F +14,630 shares

    0.11% of the 13F portfolio, value $3,532,706.

    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 46,268 shares
    Change vs previous 13F +6,051 shares

    0.08% of the 13F portfolio, value $2,471,155.

    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 40,217 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,550,545.

    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).