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Disclosery

Sigma Planning Corp: XLU position timeline

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

Sigma Planning Corp held 184,324 XLU 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 184,324 shares
    Change vs previous 13F -4,628 shares

    0.21% of the 13F portfolio, value $8,357,262.

    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 188,952 shares
    Change vs previous 13F +15,523 shares

    0.24% of the 13F portfolio, value $8,670,996.

    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 173,429 shares
    Change vs previous 13F +88,583 shares

    0.22% of the 13F portfolio, value $8,084,837.

    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 84,846 shares
    Change vs previous 13F +5,199 shares

    0.21% of the 13F portfolio, value $7,399,402.

    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 79,647 shares
    Change vs previous 13F -1,960 shares

    0.2% of the 13F portfolio, value $6,503,997.

    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 81,607 shares
    Change vs previous 13F -852 shares

    0.21% of the 13F portfolio, value $6,434,715.

    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 82,459 shares
    Change vs previous 13F -10,125 shares

    0.2% of the 13F portfolio, value $6,241,303.

    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 92,584 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,478,912.

    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).