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Disclosery

Sigma Planning Corp: SCHF position timeline

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

Sigma Planning Corp held 88,920 SCHF 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 88,920 shares
    Change vs previous 13F +4,706 shares

    0.06% of the 13F portfolio, value $2,463,084.

    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 84,214 shares
    Change vs previous 13F +25,570 shares

    0.06% of the 13F portfolio, value $2,084,298.

    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 58,644 shares
    Change vs previous 13F -1,048 shares

    0.04% of the 13F portfolio, value $1,409,805.

    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 59,692 shares
    Change vs previous 13F +1,562 shares

    0.04% of the 13F portfolio, value $1,389,629.

    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 58,130 shares
    Change vs previous 13F +7,378 shares

    0.04% of the 13F portfolio, value $1,284,666.

    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 50,752 shares
    Change vs previous 13F +6,155 shares

    0.03% of the 13F portfolio, value $1,003,866.

    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 44,597 shares
    Change vs previous 13F +23,129 shares

    0.03% of the 13F portfolio, value $825,040.

    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 21,468 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $882,771.

    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).