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Disclosery

Sigma Planning Corp: SPYI position timeline

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

Sigma Planning Corp held 57,525 SPYI 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 57,525 shares
    Change vs previous 13F +2,292 shares

    0.08% of the 13F portfolio, value $3,053,984.

    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 55,233 shares
    Change vs previous 13F +14,612 shares

    0.08% of the 13F portfolio, value $2,726,877.

    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 40,621 shares
    Change vs previous 13F +31,301 shares

    0.06% of the 13F portfolio, value $2,142,327.

    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 9,320 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $487,419.

    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).