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Sigma Planning Corp: SPSB position timeline

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

Sigma Planning Corp held 66,656 SPSB 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 66,656 shares
    Change vs previous 13F +33 shares

    0.05% of the 13F portfolio, value $2,000,358.

    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 66,623 shares
    Change vs previous 13F -9,384 shares

    0.06% of the 13F portfolio, value $2,003,346.

    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 76,007 shares
    Change vs previous 13F +5,079 shares

    0.06% of the 13F portfolio, value $2,317,883.

    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 70,928 shares
    Change vs previous 13F +1,612 shares

    0.06% of the 13F portfolio, value $2,148,423.

    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 69,316 shares
    Change vs previous 13F +7,721 shares

    0.06% of the 13F portfolio, value $2,092,635.

    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 61,595 shares
    Change vs previous 13F -1,254 shares

    0.06% of the 13F portfolio, value $1,853,999.

    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 62,849 shares
    Change vs previous 13F +1,773 shares

    0.06% of the 13F portfolio, value $1,876,661.

    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 61,076 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,849,394.

    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).