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Sigma Planning Corp: SMR position timeline

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

Sigma Planning Corp held 10,453 SMR 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 10,453 shares
    Change vs previous 13F -7,501 shares

    <0.01% of the 13F portfolio, value $104,841.

    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 17,954 shares
    Change vs previous 13F +7,087 shares

    0.01% of the 13F portfolio, value $194,618.

    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 10,867 shares
    Change vs previous 13F -6,928 shares

    <0.01% of the 13F portfolio, value $152,564.

    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 17,795 shares
    Change vs previous 13F -3,981 shares

    0.02% of the 13F portfolio, value $640,609.

    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 21,776 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $861,447.

    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).