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Disclosery

Sigma Planning Corp: XLV position timeline

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

Sigma Planning Corp held 44,434 XLV 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 44,434 shares
    Change vs previous 13F -9,416 shares

    0.18% of the 13F portfolio, value $7,049,853.

    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 53,850 shares
    Change vs previous 13F +1,175 shares

    0.22% of the 13F portfolio, value $7,894,969.

    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 52,675 shares
    Change vs previous 13F +6,986 shares

    0.23% of the 13F portfolio, value $8,157,892.

    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 45,689 shares
    Change vs previous 13F -395 shares

    0.18% of the 13F portfolio, value $6,358,477.

    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 46,084 shares
    Change vs previous 13F -13,547 shares

    0.19% of the 13F portfolio, value $6,211,600.

    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 59,631 shares
    Change vs previous 13F +1,016 shares

    0.28% of the 13F portfolio, value $8,706,772.

    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 58,615 shares
    Change vs previous 13F -627 shares

    0.25% of the 13F portfolio, value $8,063,660.

    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 59,242 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $9,124,467.

    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).