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Disclosery

Sigma Planning Corp: SWK position timeline

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

Sigma Planning Corp held 8,773 SWK 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 8,773 shares
    Change vs previous 13F -456 shares

    0.02% of the 13F portfolio, value $825,708.

    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 9,229 shares
    Change vs previous 13F +1,152 shares

    0.02% of the 13F portfolio, value $655,799.

    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 8,077 shares
    Change vs previous 13F +411 shares

    0.02% of the 13F portfolio, value $599,945.

    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 7,666 shares
    Change vs previous 13F -16 shares

    0.02% of the 13F portfolio, value $569,824.

    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 7,682 shares
    Change vs previous 13F +1,277 shares

    0.02% of the 13F portfolio, value $520,443.

    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 6,405 shares
    Change vs previous 13F -9,267 shares

    0.02% of the 13F portfolio, value $492,430.

    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 15,672 shares
    Change vs previous 13F +7,109 shares

    0.04% of the 13F portfolio, value $1,258,307.

    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 8,563 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $943,083.

    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).