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Disclosery

Sigma Planning Corp: SMH position timeline

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

Sigma Planning Corp held 24,678 SMH 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 24,678 shares
    Change vs previous 13F +274 shares

    0.41% of the 13F portfolio, value $16,186,242.

    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 24,404 shares
    Change vs previous 13F +2,274 shares

    0.26% of the 13F portfolio, value $9,356,441.

    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 22,130 shares
    Change vs previous 13F +720 shares

    0.23% of the 13F portfolio, value $8,441,113.

    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 21,410 shares
    Change vs previous 13F +1,814 shares

    0.2% of the 13F portfolio, value $6,987,392.

    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 19,596 shares
    Change vs previous 13F -4,905 shares

    0.16% of the 13F portfolio, value $5,464,930.

    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 24,501 shares
    Change vs previous 13F -1,052 shares

    0.17% of the 13F portfolio, value $5,181,244.

    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 25,553 shares
    Change vs previous 13F +696 shares

    0.19% of the 13F portfolio, value $6,188,111.

    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 24,857 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,101,260.

    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).