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Disclosery

Sigma Planning Corp: UITB position timeline

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

Sigma Planning Corp held 7,518 UITB 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 7,518 shares
    Change vs previous 13F -3,990 shares

    0.01% of the 13F portfolio, value $352,108.

    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 11,508 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $541,092.

    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 11,507 shares
    Change vs previous 13F -1,278 shares

    0.02% of the 13F portfolio, value $544,923.

    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 12,785 shares
    Change vs previous 13F -4,260 shares

    0.02% of the 13F portfolio, value $607,555.

    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 17,045 shares
    Change vs previous 13F +751 shares

    0.02% of the 13F portfolio, value $802,288.

    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 16,294 shares
    Change vs previous 13F -3,553 shares

    0.02% of the 13F portfolio, value $764,859.

    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 19,847 shares
    Change vs previous 13F +5,103 shares

    0.03% of the 13F portfolio, value $912,185.

    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 14,744 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $706,683.

    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).