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Disclosery

Sigma Planning Corp: SOXX position timeline

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

Sigma Planning Corp held 3,447 SOXX 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 3,447 shares
    Change vs previous 13F -477 shares

    0.06% of the 13F portfolio, value $2,208,743.

    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 3,924 shares
    Change vs previous 13F -4,626 shares

    0.04% of the 13F portfolio, value $1,289,579.

    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 8,550 shares
    Change vs previous 13F +268 shares

    0.06% of the 13F portfolio, value $2,028,830.

    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 8,282 shares
    Change vs previous 13F -1,557 shares

    0.06% of the 13F portfolio, value $2,245,361.

    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 9,839 shares
    Change vs previous 13F -13,492 shares

    0.07% of the 13F portfolio, value $2,348,616.

    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 23,331 shares
    Change vs previous 13F -149 shares

    0.14% of the 13F portfolio, value $4,390,117.

    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 23,480 shares
    Change vs previous 13F +2,609 shares

    0.16% of the 13F portfolio, value $5,059,604.

    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 20,871 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,812,599.

    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).