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Disclosery

Sigma Planning Corp: VOT position timeline

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

Sigma Planning Corp held 8,985 VOT 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 8,985 shares
    Change vs previous 13F -768 shares

    0.07% of the 13F portfolio, value $2,752,093.

    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 9,753 shares
    Change vs previous 13F +3,013 shares

    0.07% of the 13F portfolio, value $2,509,816.

    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 6,740 shares
    Change vs previous 13F +676 shares

    0.05% of the 13F portfolio, value $1,881,313.

    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 6,064 shares
    Change vs previous 13F -59 shares

    0.05% of the 13F portfolio, value $1,781,519.

    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 6,123 shares
    Change vs previous 13F +424 shares

    0.05% of the 13F portfolio, value $1,741,331.

    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 5,699 shares
    Change vs previous 13F +505 shares

    0.04% of the 13F portfolio, value $1,394,135.

    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 5,194 shares
    Change vs previous 13F -672 shares

    0.04% of the 13F portfolio, value $1,318,030.

    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 5,866 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,428,139.

    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).