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Disclosery

Sigma Planning Corp: XLI position timeline

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

Sigma Planning Corp held 46,079 XLI 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 46,079 shares
    Change vs previous 13F +5,034 shares

    0.21% of the 13F portfolio, value $8,535,153.

    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 41,045 shares
    Change vs previous 13F +3,467 shares

    0.18% of the 13F portfolio, value $6,638,181.

    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 37,578 shares
    Change vs previous 13F +2,159 shares

    0.16% of the 13F portfolio, value $5,829,085.

    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 35,419 shares
    Change vs previous 13F +530 shares

    0.16% of the 13F portfolio, value $5,462,712.

    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 34,889 shares
    Change vs previous 13F +4,272 shares

    0.15% of the 13F portfolio, value $5,146,800.

    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 30,617 shares
    Change vs previous 13F +936 shares

    0.13% of the 13F portfolio, value $4,013,028.

    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 29,681 shares
    Change vs previous 13F -15,176 shares

    0.12% of the 13F portfolio, value $3,910,788.

    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 44,857 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,075,487.

    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).