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Disclosery

Sigma Planning Corp: SDVY position timeline

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

Sigma Planning Corp held 318,247 SDVY 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 318,247 shares
    Change vs previous 13F +17,549 shares

    0.35% of the 13F portfolio, value $13,729,182.

    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 300,698 shares
    Change vs previous 13F +9,016 shares

    0.33% of the 13F portfolio, value $11,856,516.

    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 291,682 shares
    Change vs previous 13F -4,310 shares

    0.31% of the 13F portfolio, value $11,188,700.

    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 295,992 shares
    Change vs previous 13F -98,843 shares

    0.32% of the 13F portfolio, value $11,253,455.

    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 394,835 shares
    Change vs previous 13F -162,466 shares

    0.42% of the 13F portfolio, value $13,929,777.

    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 557,301 shares
    Change vs previous 13F +36,251 shares

    0.6% of the 13F portfolio, value $18,669,571.

    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 521,050 shares
    Change vs previous 13F +96,286 shares

    0.59% of the 13F portfolio, value $18,679,630.

    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 424,764 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $15,452,914.

    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).