Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 39 | Q2 2024 | 6.4% |
APPLE INC | 39 | Q2 2024 | 5.7% |
ISHARES TR | 39 | Q2 2024 | 3.1% |
ISHARES TR | 39 | Q2 2024 | 2.6% |
MICROSOFT CORP | 39 | Q2 2024 | 2.4% |
ISHARES TR | 39 | Q2 2024 | 2.5% |
AMAZON.COM INC | 39 | Q2 2024 | 2.6% |
SPDR S&P 500 ETF TR | 39 | Q2 2024 | 2.7% |
ISHARES TR | 39 | Q2 2024 | 2.4% |
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | 39 | Q2 2024 | 2.6% |
View Sigma Planning Corp's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
Santa Fe Gold CORP | August 17, 2010 | 359,500 | 0.4% |
View Sigma Planning Corp's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-06 |
13F-HR | 2024-05-02 |
13F-HR | 2024-02-01 |
13F-HR | 2023-11-06 |
13F-HR | 2023-08-02 |
13F-HR | 2023-05-08 |
13F-HR | 2023-01-24 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-11 |
13F-HR | 2022-04-20 |
View Sigma Planning Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.