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Disclosery

Sigma Planning Corp: UPS position timeline

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

Sigma Planning Corp held 33,991 UPS 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 33,991 shares
    Change vs previous 13F -2,731 shares

    0.09% of the 13F portfolio, value $3,654,062.

    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 36,722 shares
    Change vs previous 13F +9,941 shares

    0.1% of the 13F portfolio, value $3,612,755.

    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 26,781 shares
    Change vs previous 13F +8,091 shares

    0.07% of the 13F portfolio, value $2,656,945.

    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 18,690 shares
    Change vs previous 13F -171 shares

    0.04% of the 13F portfolio, value $1,561,141.

    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 18,861 shares
    Change vs previous 13F +2,029 shares

    0.06% of the 13F portfolio, value $1,903,784.

    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 16,832 shares
    Change vs previous 13F +2,954 shares

    0.06% of the 13F portfolio, value $1,851,298.

    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 13,878 shares
    Change vs previous 13F +1,034 shares

    0.05% of the 13F portfolio, value $1,750,056.

    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 12,844 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,751,105.

    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).