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Disclosery

Sigma Planning Corp: XLP position timeline

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

Sigma Planning Corp held 42,303 XLP 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 42,303 shares
    Change vs previous 13F -10,956 shares

    0.09% of the 13F portfolio, value $3,514,150.

    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 53,259 shares
    Change vs previous 13F +3,941 shares

    0.12% of the 13F portfolio, value $4,366,171.

    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 49,318 shares
    Change vs previous 13F -283 shares

    0.11% of the 13F portfolio, value $3,831,003.

    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 49,601 shares
    Change vs previous 13F -1,895 shares

    0.11% of the 13F portfolio, value $3,887,258.

    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 51,496 shares
    Change vs previous 13F -16,060 shares

    0.13% of the 13F portfolio, value $4,169,592.

    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 67,556 shares
    Change vs previous 13F +3,288 shares

    0.18% of the 13F portfolio, value $5,517,327.

    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 64,268 shares
    Change vs previous 13F -2,249 shares

    0.16% of the 13F portfolio, value $5,052,119.

    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 66,517 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,520,941.

    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).