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Sigma Planning Corp: SDY position timeline

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

Sigma Planning Corp held 9,536 SDY 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 9,536 shares
    Change vs previous 13F -346 shares

    0.04% of the 13F portfolio, value $1,451,158.

    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 9,882 shares
    Change vs previous 13F +312 shares

    0.04% of the 13F portfolio, value $1,442,219.

    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 9,570 shares
    Change vs previous 13F -298 shares

    0.04% of the 13F portfolio, value $1,331,709.

    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 9,868 shares
    Change vs previous 13F +119 shares

    0.04% of the 13F portfolio, value $1,381,948.

    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 9,749 shares
    Change vs previous 13F +5 shares

    0.04% of the 13F portfolio, value $1,323,264.

    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 9,744 shares
    Change vs previous 13F -133 shares

    0.04% of the 13F portfolio, value $1,322,114.

    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 9,877 shares
    Change vs previous 13F -4,593 shares

    0.04% of the 13F portfolio, value $1,304,767.

    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 14,470 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,055,259.

    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).