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Disclosery

Sigma Planning Corp: XYZ position timeline

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

Sigma Planning Corp held 6,228 XYZ 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 6,228 shares
    Change vs previous 13F +261 shares

    0.01% of the 13F portfolio, value $473,319.

    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 5,967 shares
    Change vs previous 13F -1,967 shares

    0.01% of the 13F portfolio, value $359,087.

    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 7,934 shares
    Change vs previous 13F -9,656 shares

    0.01% of the 13F portfolio, value $516,416.

    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 17,590 shares
    Change vs previous 13F +978 shares

    0.04% of the 13F portfolio, value $1,271,219.

    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 16,612 shares
    Change vs previous 13F -2,196 shares

    0.03% of the 13F portfolio, value $1,128,443.

    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 18,808 shares
    Change vs previous 13F +3,242 shares

    0.03% of the 13F portfolio, value $1,021,831.

    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 15,566 shares
    Change vs previous 13F +3,107 shares

    0.04% of the 13F portfolio, value $1,322,950.

    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 12,459 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $836,372.

    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).