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Disclosery

Sigma Planning Corp: SPY position timeline

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

Sigma Planning Corp held 80,585 SPY 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 80,585 shares
    Change vs previous 13F -5,446 shares

    1.52% of the 13F portfolio, value $60,190,533.

    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 86,031 shares
    Change vs previous 13F -1,890 shares

    1.55% of the 13F portfolio, value $55,957,209.

    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 87,921 shares
    Change vs previous 13F +818 shares

    1.66% of the 13F portfolio, value $59,958,211.

    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 87,103 shares
    Change vs previous 13F -2,601 shares

    1.65% of the 13F portfolio, value $58,031,609.

    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 89,704 shares
    Change vs previous 13F -4,777 shares

    1.67% of the 13F portfolio, value $55,426,643.

    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 94,481 shares
    Change vs previous 13F +1,354 shares

    1.69% of the 13F portfolio, value $52,852,868.

    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 93,127 shares
    Change vs previous 13F -16,433 shares

    1.71% of the 13F portfolio, value $54,579,751.

    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 109,560 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $62,861,266.

    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).