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Sigma Planning Corp: XMHQ position timeline

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

Sigma Planning Corp held 31,423 XMHQ 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 31,423 shares
    Change vs previous 13F -1,032 shares

    0.09% of the 13F portfolio, value $3,547,055.

    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 32,455 shares
    Change vs previous 13F -1,556 shares

    0.09% of the 13F portfolio, value $3,354,868.

    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 34,011 shares
    Change vs previous 13F -1,470 shares

    0.1% of the 13F portfolio, value $3,483,399.

    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 35,481 shares
    Change vs previous 13F -6,733 shares

    0.11% of the 13F portfolio, value $3,724,092.

    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 42,214 shares
    Change vs previous 13F -11,512 shares

    0.12% of the 13F portfolio, value $4,147,135.

    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 53,726 shares
    Change vs previous 13F +1,962 shares

    0.16% of the 13F portfolio, value $4,917,520.

    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 51,764 shares
    Change vs previous 13F +1,817 shares

    0.16% of the 13F portfolio, value $5,097,187.

    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 49,947 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,123,559.

    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).