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Sigma Planning Corp: QQWZ position timeline

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

Sigma Planning Corp held 223,852 QQWZ 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 223,852 shares
    Change vs previous 13F -9,354 shares

    0.17% of the 13F portfolio, value $6,583,694.

    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 233,206 shares
    Change vs previous 13F +10,327 shares

    0.17% of the 13F portfolio, value $6,135,391.

    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 222,879 shares
    Change vs previous 13F +6,034 shares

    0.15% of the 13F portfolio, value $5,594,256.

    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 216,845 shares
    Change vs previous 13F +181,136 shares

    0.15% of the 13F portfolio, value $5,364,736.

    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 35,709 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $811,672.

    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).