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Disclosery

Sigma Planning Corp: SGOV position timeline

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

Sigma Planning Corp held 27,192 SGOV 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 27,192 shares
    Change vs previous 13F -42,442 shares

    0.07% of the 13F portfolio, value $2,737,388.

    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 69,634 shares
    Change vs previous 13F +6,814 shares

    0.19% of the 13F portfolio, value $7,009,392.

    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 62,820 shares
    Change vs previous 13F +791 shares

    0.17% of the 13F portfolio, value $6,305,849.

    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 62,029 shares
    Change vs previous 13F -4,740 shares

    0.18% of the 13F portfolio, value $6,246,286.

    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 66,769 shares
    Change vs previous 13F +4,530 shares

    0.2% of the 13F portfolio, value $6,722,996.

    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 62,239 shares
    Change vs previous 13F -641 shares

    0.2% of the 13F portfolio, value $6,265,626.

    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 62,880 shares
    Change vs previous 13F -7,866 shares

    0.2% of the 13F portfolio, value $6,308,136.

    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 70,746 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,125,543.

    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).