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Disclosery

Sigma Planning Corp: SUN position timeline

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

Sigma Planning Corp held 12,233 SUN 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 12,233 shares
    Change vs previous 13F -660 shares

    0.02% of the 13F portfolio, value $825,741.

    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 12,893 shares
    Change vs previous 13F -79 shares

    0.02% of the 13F portfolio, value $837,683.

    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 12,972 shares
    Change vs previous 13F -956 shares

    0.02% of the 13F portfolio, value $679,872.

    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 13,928 shares
    Change vs previous 13F -2,378 shares

    0.02% of the 13F portfolio, value $696,522.

    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 16,306 shares
    Change vs previous 13F -1,995 shares

    0.03% of the 13F portfolio, value $873,818.

    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 18,301 shares
    Change vs previous 13F +309 shares

    0.03% of the 13F portfolio, value $1,062,574.

    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 17,992 shares
    Change vs previous 13F -10,959 shares

    0.03% of the 13F portfolio, value $925,506.

    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 28,951 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,554,099.

    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).