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Disclosery

Sigma Planning Corp: VRT position timeline

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

Sigma Planning Corp held 20,689 VRT 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 20,689 shares
    Change vs previous 13F -6,334 shares

    0.17% of the 13F portfolio, value $6,927,100.

    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 27,023 shares
    Change vs previous 13F -560 shares

    0.19% of the 13F portfolio, value $6,771,363.

    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 27,583 shares
    Change vs previous 13F +1,754 shares

    0.12% of the 13F portfolio, value $4,468,772.

    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 25,829 shares
    Change vs previous 13F +14,964 shares

    0.11% of the 13F portfolio, value $3,896,586.

    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 10,865 shares
    Change vs previous 13F +2,611 shares

    0.04% of the 13F portfolio, value $1,395,135.

    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 8,254 shares
    Change vs previous 13F -17,226 shares

    0.02% of the 13F portfolio, value $595,949.

    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 25,480 shares
    Change vs previous 13F +6,799 shares

    0.09% of the 13F portfolio, value $2,894,822.

    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 18,681 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,858,546.

    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).