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Sigma Planning Corp: SPYV position timeline

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

Sigma Planning Corp held 17,653 SPYV 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 17,653 shares
    Change vs previous 13F -2,946 shares

    0.03% of the 13F portfolio, value $1,073,138.

    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 20,599 shares
    Change vs previous 13F -355 shares

    0.03% of the 13F portfolio, value $1,165,508.

    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 20,954 shares
    Change vs previous 13F -257 shares

    0.03% of the 13F portfolio, value $1,190,377.

    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 21,211 shares
    Change vs previous 13F -831 shares

    0.03% of the 13F portfolio, value $1,173,619.

    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 22,042 shares
    Change vs previous 13F +236 shares

    0.03% of the 13F portfolio, value $1,153,682.

    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 21,806 shares
    Change vs previous 13F -28,550 shares

    0.04% of the 13F portfolio, value $1,113,646.

    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 50,356 shares
    Change vs previous 13F +23,538 shares

    0.08% of the 13F portfolio, value $2,575,208.

    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 26,818 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,417,603.

    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).