Skip to content
Disclosery

Sigma Planning Corp: WFC position timeline

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

Sigma Planning Corp held 50,675 WFC 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 50,675 shares
    Change vs previous 13F -11,422 shares

    0.11% of the 13F portfolio, value $4,187,749.

    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 62,097 shares
    Change vs previous 13F +4,491 shares

    0.14% of the 13F portfolio, value $4,943,556.

    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 57,606 shares
    Change vs previous 13F +775 shares

    0.15% of the 13F portfolio, value $5,368,879.

    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 56,831 shares
    Change vs previous 13F -4 shares

    0.14% of the 13F portfolio, value $4,763,540.

    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 56,835 shares
    Change vs previous 13F +3,623 shares

    0.14% of the 13F portfolio, value $4,553,602.

    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 53,212 shares
    Change vs previous 13F +3,781 shares

    0.12% of the 13F portfolio, value $3,820,087.

    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 49,431 shares
    Change vs previous 13F -7,800 shares

    0.11% of the 13F portfolio, value $3,472,005.

    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 57,231 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,232,977.

    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).