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Disclosery

Sigma Planning Corp: SOFI position timeline

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

Sigma Planning Corp held 79,778 SOFI 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 79,778 shares
    Change vs previous 13F +15,497 shares

    0.04% of the 13F portfolio, value $1,430,422.

    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 64,281 shares
    Change vs previous 13F +7,474 shares

    0.03% of the 13F portfolio, value $1,020,789.

    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 56,807 shares
    Change vs previous 13F -5,843 shares

    0.04% of the 13F portfolio, value $1,461,038.

    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 62,650 shares
    Change vs previous 13F +1,997 shares

    0.05% of the 13F portfolio, value $1,655,224.

    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 60,653 shares
    Change vs previous 13F +15,617 shares

    0.03% of the 13F portfolio, value $1,104,498.

    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 45,036 shares
    Change vs previous 13F +1,634 shares

    0.02% of the 13F portfolio, value $523,769.

    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 43,402 shares
    Change vs previous 13F +473 shares

    0.02% of the 13F portfolio, value $668,391.

    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 42,929 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $337,422.

    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).