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Disclosery

Sigma Planning Corp: SHY position timeline

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

Sigma Planning Corp held 320,294 SHY 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 320,294 shares
    Change vs previous 13F +17,006 shares

    0.66% of the 13F portfolio, value $26,299,300.

    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 303,288 shares
    Change vs previous 13F +8,775 shares

    0.7% of the 13F portfolio, value $25,042,454.

    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 294,513 shares
    Change vs previous 13F +23,076 shares

    0.67% of the 13F portfolio, value $24,397,800.

    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 271,437 shares
    Change vs previous 13F +10,458 shares

    0.64% of the 13F portfolio, value $22,518,370.

    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 260,979 shares
    Change vs previous 13F +10,723 shares

    0.65% of the 13F portfolio, value $21,624,745.

    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 250,256 shares
    Change vs previous 13F +15,857 shares

    0.66% of the 13F portfolio, value $20,703,702.

    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 234,399 shares
    Change vs previous 13F +16,090 shares

    0.6% of the 13F portfolio, value $19,216,037.

    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 218,309 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $18,152,394.

    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).