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Disclosery

Sigma Planning Corp: TROW position timeline

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

Sigma Planning Corp held 22,229 TROW 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 22,229 shares
    Change vs previous 13F +32 shares

    0.06% of the 13F portfolio, value $2,527,219.

    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 22,197 shares
    Change vs previous 13F +3,266 shares

    0.06% of the 13F portfolio, value $2,000,840.

    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 18,931 shares
    Change vs previous 13F +1,335 shares

    0.05% of the 13F portfolio, value $1,941,770.

    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 17,596 shares
    Change vs previous 13F -1,270 shares

    0.05% of the 13F portfolio, value $1,806,026.

    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 18,866 shares
    Change vs previous 13F +2,562 shares

    0.05% of the 13F portfolio, value $1,820,580.

    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 16,304 shares
    Change vs previous 13F +2,053 shares

    0.05% of the 13F portfolio, value $1,497,813.

    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 14,251 shares
    Change vs previous 13F +575 shares

    0.05% of the 13F portfolio, value $1,611,684.

    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 13,676 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,489,740.

    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).