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Disclosery

Sigma Planning Corp: SVOL position timeline

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

Sigma Planning Corp held 40,351 SVOL 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 40,351 shares
    Change vs previous 13F +1,476 shares

    0.02% of the 13F portfolio, value $647,232.

    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 38,875 shares
    Change vs previous 13F +1,419 shares

    0.02% of the 13F portfolio, value $596,343.

    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 37,456 shares
    Change vs previous 13F +1,841 shares

    0.02% of the 13F portfolio, value $657,731.

    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 35,615 shares
    Change vs previous 13F +1,757 shares

    0.02% of the 13F portfolio, value $641,063.

    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 33,858 shares
    Change vs previous 13F +4,102 shares

    0.02% of the 13F portfolio, value $622,657.

    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 29,756 shares
    Change vs previous 13F +3,610 shares

    0.02% of the 13F portfolio, value $540,957.

    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 26,146 shares
    Change vs previous 13F +10,802 shares

    0.02% of the 13F portfolio, value $543,576.

    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 15,344 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $336,963.

    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).