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Sigma Planning Corp: ZION position timeline

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

Sigma Planning Corp held 3,756 ZION 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 3,756 shares
    Change vs previous 13F -254 shares

    0.01% of the 13F portfolio, value $259,895.

    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 4,010 shares
    Change vs previous 13F -628 shares

    0.01% of the 13F portfolio, value $231,046.

    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 4,638 shares
    Change vs previous 13F +127 shares

    0.01% of the 13F portfolio, value $271,497.

    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 4,511 shares
    Change vs previous 13F -678 shares

    0.01% of the 13F portfolio, value $255,216.

    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 5,189 shares
    Change vs previous 13F +163 shares

    0.01% of the 13F portfolio, value $269,500.

    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 5,026 shares
    Change vs previous 13F +837 shares

    0.01% of the 13F portfolio, value $250,588.

    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 4,189 shares
    Change vs previous 13F -2,738 shares

    0.01% of the 13F portfolio, value $227,247.

    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 6,927 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $327,090.

    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).