Skip to content
Disclosery

Sigma Planning Corp: VPU position timeline

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

Sigma Planning Corp held 9,960 VPU 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 9,960 shares
    Change vs previous 13F +125 shares

    0.05% of the 13F portfolio, value $1,949,385.

    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 9,835 shares
    Change vs previous 13F -18,934 shares

    0.05% of the 13F portfolio, value $1,948,755.

    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 28,769 shares
    Change vs previous 13F +1,766 shares

    0.09% of the 13F portfolio, value $3,200,836.

    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 27,003 shares
    Change vs previous 13F +2,632 shares

    0.15% of the 13F portfolio, value $5,114,689.

    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 24,371 shares
    Change vs previous 13F +7,250 shares

    0.13% of the 13F portfolio, value $4,301,765.

    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 17,121 shares
    Change vs previous 13F +4,495 shares

    0.09% of the 13F portfolio, value $2,924,362.

    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 12,626 shares
    Change vs previous 13F +2,752 shares

    0.06% of the 13F portfolio, value $2,063,406.

    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 9,874 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,718,519.

    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).