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Disclosery

Sigma Planning Corp: QYLD position timeline

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

Sigma Planning Corp held 85,748 QYLD 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 85,748 shares
    Change vs previous 13F +246 shares

    0.04% of the 13F portfolio, value $1,580,339.

    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 85,502 shares
    Change vs previous 13F -458 shares

    0.04% of the 13F portfolio, value $1,466,358.

    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 85,960 shares
    Change vs previous 13F +1,805 shares

    0.04% of the 13F portfolio, value $1,518,915.

    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 84,155 shares
    Change vs previous 13F -1,703 shares

    0.04% of the 13F portfolio, value $1,431,484.

    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 85,858 shares
    Change vs previous 13F -58,167 shares

    0.04% of the 13F portfolio, value $1,435,548.

    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 144,025 shares
    Change vs previous 13F +1,326 shares

    0.08% of the 13F portfolio, value $2,395,130.

    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 142,699 shares
    Change vs previous 13F -109,853 shares

    0.08% of the 13F portfolio, value $2,599,968.

    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 252,552 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,556,033.

    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).