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Disclosery

Sigma Planning Corp: SPSM position timeline

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

Sigma Planning Corp held 4,920 SPSM 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 4,920 shares
    Change vs previous 13F +631 shares

    0.01% of the 13F portfolio, value $283,712.

    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 4,289 shares
    Change vs previous 13F -615 shares

    0.01% of the 13F portfolio, value $207,234.

    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 4,904 shares
    Change vs previous 13F -938 shares

    0.01% of the 13F portfolio, value $229,818.

    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 5,842 shares
    Change vs previous 13F -1,041 shares

    0.01% of the 13F portfolio, value $270,578.

    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 6,883 shares
    Change vs previous 13F +546 shares

    0.01% of the 13F portfolio, value $293,212.

    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 6,337 shares
    Change vs previous 13F -23,283 shares

    0.01% of the 13F portfolio, value $258,281.

    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 29,620 shares
    Change vs previous 13F +1,293 shares

    0.04% of the 13F portfolio, value $1,330,514.

    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 28,327 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,289,168.

    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).