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Sigma Planning Corp: SPHQ position timeline

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

Sigma Planning Corp held 86,420 SPHQ 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 86,420 shares
    Change vs previous 13F +7,507 shares

    0.2% of the 13F portfolio, value $7,786,433.

    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 78,913 shares
    Change vs previous 13F +9,323 shares

    0.16% of the 13F portfolio, value $5,933,481.

    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 69,590 shares
    Change vs previous 13F -1,174 shares

    0.14% of the 13F portfolio, value $5,222,724.

    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 70,764 shares
    Change vs previous 13F +7,853 shares

    0.15% of the 13F portfolio, value $5,186,309.

    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 62,911 shares
    Change vs previous 13F +41,648 shares

    0.13% of the 13F portfolio, value $4,483,068.

    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 21,263 shares
    Change vs previous 13F +2,819 shares

    0.04% of the 13F portfolio, value $1,410,574.

    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 18,444 shares
    Change vs previous 13F +1,427 shares

    0.04% of the 13F portfolio, value $1,236,330.

    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 17,017 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,144,739.

    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).