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Sigma Planning Corp: SOUN position timeline

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

Sigma Planning Corp held 96,940 SOUN 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 96,940 shares
    Change vs previous 13F -6,388 shares

    0.02% of the 13F portfolio, value $627,202.

    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 103,328 shares
    Change vs previous 13F +5,213 shares

    0.02% of the 13F portfolio, value $709,863.

    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 98,115 shares
    Change vs previous 13F -3,952 shares

    0.03% of the 13F portfolio, value $978,206.

    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 102,067 shares
    Change vs previous 13F -4,594 shares

    0.05% of the 13F portfolio, value $1,641,230.

    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 106,661 shares
    Change vs previous 13F +75,113 shares

    0.03% of the 13F portfolio, value $1,144,477.

    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 31,548 shares
    Change vs previous 13F +4,150 shares

    0.01% of the 13F portfolio, value $256,170.

    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 27,398 shares
    Change vs previous 13F +5,758 shares

    0.02% of the 13F portfolio, value $543,576.

    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 21,640 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $100,842.

    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).