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Disclosery

Sigma Planning Corp: USIG position timeline

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

Sigma Planning Corp held 199,125 USIG 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 199,125 shares
    Change vs previous 13F +4,239 shares

    0.26% of the 13F portfolio, value $10,213,123.

    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 194,886 shares
    Change vs previous 13F +5,936 shares

    0.28% of the 13F portfolio, value $9,984,016.

    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 188,950 shares
    Change vs previous 13F +5,624 shares

    0.27% of the 13F portfolio, value $9,781,922.

    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 183,326 shares
    Change vs previous 13F +24,327 shares

    0.27% of the 13F portfolio, value $9,573,305.

    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 158,999 shares
    Change vs previous 13F -8,224 shares

    0.25% of the 13F portfolio, value $8,178,907.

    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 167,223 shares
    Change vs previous 13F +47,588 shares

    0.27% of the 13F portfolio, value $8,541,765.

    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 119,635 shares
    Change vs previous 13F +2,483 shares

    0.19% of the 13F portfolio, value $6,015,223.

    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 117,152 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,159,874.

    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).