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Disclosery

Sigma Planning Corp: XLF position timeline

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

Sigma Planning Corp held 107,937 XLF 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 107,937 shares
    Change vs previous 13F -39,566 shares

    0.15% of the 13F portfolio, value $5,786,483.

    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 147,503 shares
    Change vs previous 13F -43,160 shares

    0.2% of the 13F portfolio, value $7,282,228.

    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 190,663 shares
    Change vs previous 13F +21,750 shares

    0.29% of the 13F portfolio, value $10,453,996.

    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 168,913 shares
    Change vs previous 13F -12,185 shares

    0.26% of the 13F portfolio, value $9,099,358.

    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 181,098 shares
    Change vs previous 13F +6,125 shares

    0.29% of the 13F portfolio, value $9,484,111.

    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 174,973 shares
    Change vs previous 13F +17,451 shares

    0.28% of the 13F portfolio, value $8,715,379.

    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 157,522 shares
    Change vs previous 13F -11,549 shares

    0.24% of the 13F portfolio, value $7,613,053.

    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 169,071 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,662,312.

    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).