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Disclosery

Sigma Planning Corp: XHLF position timeline

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

Sigma Planning Corp held 63,786 XHLF 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 63,786 shares
    Change vs previous 13F -93,054 shares

    0.08% of the 13F portfolio, value $3,208,414.

    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 156,840 shares
    Change vs previous 13F +1,067 shares

    0.22% of the 13F portfolio, value $7,893,762.

    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 155,773 shares
    Change vs previous 13F -1,164 shares

    0.22% of the 13F portfolio, value $7,827,738.

    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 156,937 shares
    Change vs previous 13F -3,496 shares

    0.23% of the 13F portfolio, value $7,912,781.

    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 160,433 shares
    Change vs previous 13F +6,984 shares

    0.24% of the 13F portfolio, value $8,076,218.

    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 153,449 shares
    Change vs previous 13F +11,346 shares

    0.25% of the 13F portfolio, value $7,726,944.

    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 142,103 shares
    Change vs previous 13F -14,759 shares

    0.22% of the 13F portfolio, value $7,130,726.

    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 156,862 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $7,912,123.

    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).