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Sigma Planning Corp: TCAF position timeline

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

Sigma Planning Corp held 105,872 TCAF 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 105,872 shares
    Change vs previous 13F -13,837 shares

    0.11% of the 13F portfolio, value $4,351,319.

    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 119,709 shares
    Change vs previous 13F +7,537 shares

    0.12% of the 13F portfolio, value $4,260,458.

    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 112,172 shares
    Change vs previous 13F +14,545 shares

    0.12% of the 13F portfolio, value $4,287,165.

    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 97,627 shares
    Change vs previous 13F +7,897 shares

    0.1% of the 13F portfolio, value $3,680,535.

    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 89,730 shares
    Change vs previous 13F +10,261 shares

    0.1% of the 13F portfolio, value $3,165,686.

    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 79,469 shares
    Change vs previous 13F +60,162 shares

    0.08% of the 13F portfolio, value $2,565,263.

    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 19,307 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $642,346.

    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).