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Disclosery

Sigma Planning Corp: XYLD position timeline

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

Sigma Planning Corp held 8,086 XYLD 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 8,086 shares
    Change vs previous 13F -75 shares

    0.01% of the 13F portfolio, value $329,834.

    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 8,161 shares
    Change vs previous 13F -65 shares

    0.01% of the 13F portfolio, value $319,332.

    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 8,226 shares
    Change vs previous 13F +518 shares

    0.01% of the 13F portfolio, value $334,242.

    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 7,708 shares
    Change vs previous 13F +28 shares

    0.01% of the 13F portfolio, value $302,626.

    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 7,680 shares
    Change vs previous 13F -2,415 shares

    0.01% of the 13F portfolio, value $299,045.

    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 10,095 shares
    Change vs previous 13F +197 shares

    0.01% of the 13F portfolio, value $398,633.

    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 9,898 shares
    Change vs previous 13F -46,008 shares

    0.01% of the 13F portfolio, value $414,721.

    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 55,906 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,320,111.

    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).