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Disclosery

Sigma Planning Corp: SPIB position timeline

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

Sigma Planning Corp held 233,265 SPIB 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 233,265 shares
    Change vs previous 13F -3,373 shares

    0.2% of the 13F portfolio, value $7,805,057.

    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 236,638 shares
    Change vs previous 13F +28,942 shares

    0.22% of the 13F portfolio, value $7,936,836.

    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 207,696 shares
    Change vs previous 13F +44 shares

    0.19% of the 13F portfolio, value $7,022,213.

    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 207,652 shares
    Change vs previous 13F +8,357 shares

    0.2% of the 13F portfolio, value $7,037,318.

    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 199,295 shares
    Change vs previous 13F +7,287 shares

    0.2% of the 13F portfolio, value $6,692,331.

    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 192,008 shares
    Change vs previous 13F +5,544 shares

    0.2% of the 13F portfolio, value $6,382,335.

    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 186,464 shares
    Change vs previous 13F +7,810 shares

    0.19% of the 13F portfolio, value $6,108,552.

    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 178,654 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,022,433.

    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).