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Disclosery

Sigma Planning Corp: XLK position timeline

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

Sigma Planning Corp held 86,544 XLK 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 86,544 shares
    Change vs previous 13F -10,466 shares

    0.42% of the 13F portfolio, value $16,488,396.

    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 97,010 shares
    Change vs previous 13F -13,738 shares

    0.36% of the 13F portfolio, value $12,892,647.

    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 110,748 shares
    Change vs previous 13F +59,078 shares

    0.43% of the 13F portfolio, value $15,741,591.

    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 51,670 shares
    Change vs previous 13F +350 shares

    0.41% of the 13F portfolio, value $14,563,767.

    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 51,320 shares
    Change vs previous 13F -4,157 shares

    0.39% of the 13F portfolio, value $12,995,871.

    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 55,477 shares
    Change vs previous 13F +3,853 shares

    0.37% of the 13F portfolio, value $11,454,835.

    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 51,624 shares
    Change vs previous 13F +865 shares

    0.38% of the 13F portfolio, value $12,003,530.

    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 50,759 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $11,459,311.

    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).