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Disclosery

Sigma Planning Corp: WM position timeline

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

Sigma Planning Corp held 38,200 WM 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 38,200 shares
    Change vs previous 13F -1,617 shares

    0.21% of the 13F portfolio, value $8,513,962.

    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 39,817 shares
    Change vs previous 13F -1,770 shares

    0.25% of the 13F portfolio, value $9,149,457.

    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 41,587 shares
    Change vs previous 13F +1,356 shares

    0.25% of the 13F portfolio, value $9,202,691.

    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 40,231 shares
    Change vs previous 13F -416 shares

    0.25% of the 13F portfolio, value $8,884,235.

    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 40,647 shares
    Change vs previous 13F +583 shares

    0.28% of the 13F portfolio, value $9,300,930.

    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 40,064 shares
    Change vs previous 13F +1,734 shares

    0.3% of the 13F portfolio, value $9,275,115.

    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 38,330 shares
    Change vs previous 13F -8,304 shares

    0.24% of the 13F portfolio, value $7,734,695.

    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 46,634 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $9,681,138.

    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).