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Disclosery

Sigma Planning Corp: SYLD position timeline

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

Sigma Planning Corp held 25,273 SYLD 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 25,273 shares
    Change vs previous 13F +888 shares

    0.05% of the 13F portfolio, value $1,998,730.

    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 24,385 shares
    Change vs previous 13F +140 shares

    0.05% of the 13F portfolio, value $1,838,846.

    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 24,245 shares
    Change vs previous 13F +692 shares

    0.05% of the 13F portfolio, value $1,685,478.

    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 23,553 shares
    Change vs previous 13F +1,456 shares

    0.05% of the 13F portfolio, value $1,617,145.

    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 22,097 shares
    Change vs previous 13F +2,040 shares

    0.04% of the 13F portfolio, value $1,436,999.

    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 20,057 shares
    Change vs previous 13F -2,085 shares

    0.04% of the 13F portfolio, value $1,279,613.

    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 22,142 shares
    Change vs previous 13F +102 shares

    0.05% of the 13F portfolio, value $1,516,052.

    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 22,040 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,595,049.

    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).