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Disclosery

Sigma Planning Corp: SMCI position timeline

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

Sigma Planning Corp held 21,322 SMCI 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 21,322 shares
    Change vs previous 13F +3,308 shares

    0.02% of the 13F portfolio, value $625,374.

    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 18,014 shares
    Change vs previous 13F -5,660 shares

    0.01% of the 13F portfolio, value $410,174.

    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 23,674 shares
    Change vs previous 13F -2,242 shares

    0.02% of the 13F portfolio, value $691,478.

    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 25,916 shares
    Change vs previous 13F -1,153 shares

    0.04% of the 13F portfolio, value $1,242,408.

    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 27,069 shares
    Change vs previous 13F +3,990 shares

    0.04% of the 13F portfolio, value $1,326,642.

    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 23,079 shares
    Change vs previous 13F +8,738 shares

    0.03% of the 13F portfolio, value $790,242.

    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 14,341 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $437,102.

    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).