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Disclosery

Sigma Planning Corp: SPMO position timeline

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

Sigma Planning Corp held 58,369 SPMO 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 58,369 shares
    Change vs previous 13F +2,524 shares

    0.24% of the 13F portfolio, value $9,428,926.

    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 55,845 shares
    Change vs previous 13F +3,086 shares

    0.17% of the 13F portfolio, value $6,260,772.

    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 52,759 shares
    Change vs previous 13F +5,938 shares

    0.17% of the 13F portfolio, value $6,295,220.

    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 46,821 shares
    Change vs previous 13F +26,438 shares

    0.16% of the 13F portfolio, value $5,668,119.

    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 20,383 shares
    Change vs previous 13F +1,373 shares

    0.07% of the 13F portfolio, value $2,292,497.

    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 19,010 shares
    Change vs previous 13F +14,896 shares

    0.06% of the 13F portfolio, value $1,758,997.

    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 4,114 shares
    Change vs previous 13F -588 shares

    0.01% of the 13F portfolio, value $390,902.

    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 4,702 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $426,171.

    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).