Skip to content
Disclosery

Sigma Planning Corp: SPLV position timeline

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

Sigma Planning Corp held 10,627 SPLV 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 10,627 shares
    Change vs previous 13F +178 shares

    0.02% of the 13F portfolio, value $795,928.

    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 10,449 shares
    Change vs previous 13F +176 shares

    0.02% of the 13F portfolio, value $764,247.

    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 10,273 shares
    Change vs previous 13F +183 shares

    0.02% of the 13F portfolio, value $733,728.

    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 10,090 shares
    Change vs previous 13F -4,151 shares

    0.02% of the 13F portfolio, value $741,408.

    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 14,241 shares
    Change vs previous 13F +1,210 shares

    0.03% of the 13F portfolio, value $1,037,004.

    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 13,031 shares
    Change vs previous 13F +3,196 shares

    0.03% of the 13F portfolio, value $973,648.

    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 9,835 shares
    Change vs previous 13F -722 shares

    0.02% of the 13F portfolio, value $688,455.

    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 10,557 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $757,251.

    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).