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Sigma Planning Corp: SVM position timeline

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

Sigma Planning Corp held 83,384 SVM 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 83,384 shares
    Change vs previous 13F -766 shares

    0.02% of the 13F portfolio, value $842,183.

    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 84,150 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $903,774.

    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).