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Disclosery

Sigma Planning Corp: QQQ position timeline

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

Sigma Planning Corp held 115,727 QQQ 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 115,727 shares
    Change vs previous 13F +10,098 shares

    2.15% of the 13F portfolio, value $85,224,707.

    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 105,629 shares
    Change vs previous 13F -16,671 shares

    1.69% of the 13F portfolio, value $60,966,925.

    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 122,300 shares
    Change vs previous 13F +3,493 shares

    2.08% of the 13F portfolio, value $75,225,483.

    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 118,807 shares
    Change vs previous 13F -13,680 shares

    2.03% of the 13F portfolio, value $71,328,839.

    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 132,487 shares
    Change vs previous 13F -3,830 shares

    2.2% of the 13F portfolio, value $73,085,528.

    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 136,317 shares
    Change vs previous 13F -2,216 shares

    2.04% of the 13F portfolio, value $63,922,128.

    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 138,533 shares
    Change vs previous 13F -5,898 shares

    2.22% of the 13F portfolio, value $70,822,241.

    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 144,431 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $70,492,653.

    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).