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Disclosery

Sigma Planning Corp: UTG position timeline

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

Sigma Planning Corp held 37,286 UTG 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 37,286 shares
    Change vs previous 13F +191 shares

    0.04% of the 13F portfolio, value $1,518,296.

    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 37,095 shares
    Change vs previous 13F +147 shares

    0.04% of the 13F portfolio, value $1,457,110.

    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 36,948 shares
    Change vs previous 13F +4,988 shares

    0.04% of the 13F portfolio, value $1,351,698.

    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 31,960 shares
    Change vs previous 13F +3,070 shares

    0.04% of the 13F portfolio, value $1,266,255.

    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 28,890 shares
    Change vs previous 13F +203 shares

    0.03% of the 13F portfolio, value $1,045,254.

    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 28,687 shares
    Change vs previous 13F +274 shares

    0.03% of the 13F portfolio, value $933,480.

    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 28,413 shares
    Change vs previous 13F -114 shares

    0.03% of the 13F portfolio, value $900,418.

    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 28,527 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $935,956.

    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).