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Disclosery

Sigma Planning Corp: SCHR position timeline

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

Sigma Planning Corp held 12,980 SCHR 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 12,980 shares
    Change vs previous 13F -3,203 shares

    0.01% of the 13F portfolio, value $320,089.

    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 16,183 shares
    Change vs previous 13F -5,912 shares

    0.01% of the 13F portfolio, value $403,110.

    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 22,095 shares
    Change vs previous 13F -109 shares

    0.02% of the 13F portfolio, value $554,153.

    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 22,204 shares
    Change vs previous 13F -1,932 shares

    0.02% of the 13F portfolio, value $557,992.

    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 24,136 shares
    Change vs previous 13F -148 shares

    0.02% of the 13F portfolio, value $604,133.

    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 24,284 shares
    Change vs previous 13F -174 shares

    0.02% of the 13F portfolio, value $603,711.

    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 24,458 shares
    Change vs previous 13F +12,434 shares

    0.02% of the 13F portfolio, value $594,080.

    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 12,024 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $608,434.

    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).