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Disclosery

Sigma Planning Corp: SPDW position timeline

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

Sigma Planning Corp held 34,698 SPDW 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 34,698 shares
    Change vs previous 13F +459 shares

    0.04% of the 13F portfolio, value $1,748,455.

    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 34,239 shares
    Change vs previous 13F +15,389 shares

    0.04% of the 13F portfolio, value $1,563,019.

    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 18,850 shares
    Change vs previous 13F +602 shares

    0.02% of the 13F portfolio, value $837,111.

    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 18,248 shares
    Change vs previous 13F -578 shares

    0.02% of the 13F portfolio, value $780,847.

    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 18,826 shares
    Change vs previous 13F -17,059 shares

    0.02% of the 13F portfolio, value $762,267.

    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 35,885 shares
    Change vs previous 13F -3,041 shares

    0.04% of the 13F portfolio, value $1,306,586.

    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 38,926 shares
    Change vs previous 13F -2,301 shares

    0.04% of the 13F portfolio, value $1,328,529.

    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 41,227 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,548,498.

    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).