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Sigma Planning Corp: USTB position timeline

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

Sigma Planning Corp held 18,394 USTB 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 18,394 shares
    Change vs previous 13F -5,625 shares

    0.02% of the 13F portfolio, value $931,120.

    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 24,019 shares
    Change vs previous 13F +889 shares

    0.03% of the 13F portfolio, value $1,214,880.

    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 23,130 shares
    Change vs previous 13F +895 shares

    0.03% of the 13F portfolio, value $1,175,928.

    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 22,235 shares
    Change vs previous 13F -1,986 shares

    0.03% of the 13F portfolio, value $1,133,748.

    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 24,221 shares
    Change vs previous 13F +3,703 shares

    0.04% of the 13F portfolio, value $1,230,899.

    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 20,518 shares
    Change vs previous 13F +430 shares

    0.03% of the 13F portfolio, value $1,039,246.

    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 20,088 shares
    Change vs previous 13F +4,424 shares

    0.03% of the 13F portfolio, value $1,008,434.

    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 15,664 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $795,871.

    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).