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Disclosery

Sigma Planning Corp: SCHE position timeline

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

Sigma Planning Corp held 23,862 SCHE 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 23,862 shares
    Change vs previous 13F -133 shares

    0.02% of the 13F portfolio, value $865,234.

    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 23,995 shares
    Change vs previous 13F -1,403 shares

    0.02% of the 13F portfolio, value $790,647.

    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 25,398 shares
    Change vs previous 13F -238 shares

    0.02% of the 13F portfolio, value $831,782.

    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 25,636 shares
    Change vs previous 13F -315 shares

    0.02% of the 13F portfolio, value $855,458.

    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 25,951 shares
    Change vs previous 13F +124 shares

    0.02% of the 13F portfolio, value $782,149.

    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 25,827 shares
    Change vs previous 13F +472 shares

    0.02% of the 13F portfolio, value $712,044.

    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 25,355 shares
    Change vs previous 13F -1,922 shares

    0.02% of the 13F portfolio, value $675,205.

    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 27,277 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $795,956.

    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).