Skip to content
Disclosery

Sigma Planning Corp: SPEM position timeline

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

Sigma Planning Corp held 31,197 SPEM 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 31,197 shares
    Change vs previous 13F +113 shares

    0.04% of the 13F portfolio, value $1,615,401.

    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 31,084 shares
    Change vs previous 13F +16,415 shares

    0.04% of the 13F portfolio, value $1,458,153.

    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 14,669 shares
    Change vs previous 13F +2,724 shares

    0.02% of the 13F portfolio, value $686,651.

    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 11,945 shares
    Change vs previous 13F +1,434 shares

    0.02% of the 13F portfolio, value $559,160.

    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 10,511 shares
    Change vs previous 13F +2,012 shares

    0.01% of the 13F portfolio, value $449,259.

    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 8,499 shares
    Change vs previous 13F +626 shares

    0.01% of the 13F portfolio, value $334,615.

    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 7,873 shares
    Change vs previous 13F -2,463 shares

    0.01% of the 13F portfolio, value $302,092.

    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 10,336 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $426,673.

    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).