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Sigma Planning Corp: TDIV position timeline

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

Sigma Planning Corp held 68,710 TDIV 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 68,710 shares
    Change vs previous 13F +9,886 shares

    0.2% of the 13F portfolio, value $7,893,389.

    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 58,824 shares
    Change vs previous 13F +379 shares

    0.15% of the 13F portfolio, value $5,509,463.

    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 58,445 shares
    Change vs previous 13F -19,496 shares

    0.16% of the 13F portfolio, value $5,659,838.

    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 77,941 shares
    Change vs previous 13F +7,564 shares

    0.22% of the 13F portfolio, value $7,684,187.

    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 70,377 shares
    Change vs previous 13F -43,919 shares

    0.19% of the 13F portfolio, value $6,345,910.

    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 114,296 shares
    Change vs previous 13F +7,691 shares

    0.27% of the 13F portfolio, value $8,413,341.

    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 106,605 shares
    Change vs previous 13F +4,401 shares

    0.26% of the 13F portfolio, value $8,364,256.

    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 102,204 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $8,206,983.

    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).