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Sigma Planning Corp: SUSB position timeline

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

Sigma Planning Corp held 13,751 SUSB 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 13,751 shares
    Change vs previous 13F +380 shares

    0.01% of the 13F portfolio, value $343,640.

    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 13,371 shares
    Change vs previous 13F +606 shares

    0.01% of the 13F portfolio, value $335,133.

    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 12,765 shares
    Change vs previous 13F +132 shares

    0.01% of the 13F portfolio, value $322,179.

    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 12,633 shares
    Change vs previous 13F +863 shares

    0.01% of the 13F portfolio, value $319,738.

    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 11,770 shares
    Change vs previous 13F -610 shares

    0.01% of the 13F portfolio, value $296,250.

    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 12,380 shares
    Change vs previous 13F +517 shares

    0.01% of the 13F portfolio, value $309,378.

    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 11,863 shares
    Change vs previous 13F +204 shares

    0.01% of the 13F portfolio, value $293,006.

    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 11,659 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $293,348.

    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).