Sigma Planning Corp
All 13F Filings
- Location
- Ann Arbor, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 3,600,422
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/4/2026 | 1,309 | 3,600,422 | 13F-HR | Sigma Planning Corp |
| Q4 2025 | 1/30/2026 | 1,295 | 3,622,655 | 13F-HR | Sigma Planning Corp |
| Q3 2025 | 11/10/2025 | 1,290 | 3,517,615 | 13F-HR | Sigma Planning Corp |
| Q2 2025 | 8/5/2025 | 1,244 | 3,326,087 | 13F-HR | Sigma Planning Corp |
| Q1 2025 | 5/2/2025 | 1,203 | 3,135,837 | 13F-HR | Sigma Planning Corp |
| Q4 2024 | 2/3/2025 | 1,162 | 3,184,585 | 13F-HR | Sigma Planning Corp |
| Q3 2024 | 11/4/2024 | 1,211 | 3,264,446 | 13F-HR | Sigma Planning Corp |
| Q2 2024 | 8/6/2024 | 1,190 | 3,155,823 | 13F-HR | Sigma Planning Corp |
| Q1 2024 | 5/2/2024 | 1,222 | 3,181,823 | 13F-HR | Sigma Planning Corp |
| Q4 2023 | 2/1/2024 | 846 | 1,278,138 | 13F-HR | Sigma Planning Corp |
| Q3 2023 | 11/6/2023 | 1,197 | 2,667,745 | 13F-HR | Sigma Planning Corp |
| Q2 2023 | 8/2/2023 | 1,202 | 2,784,948 | 13F-HR | Sigma Planning Corp |
| Q1 2023 | 5/8/2023 | 1,295 | 3,009,202 | 13F-HR | Sigma Planning Corp |
| Q4 2022 | 1/24/2023 | 1,261 | 2,797,154 | 13F-HR | Sigma Planning Corp |
| Q3 2022 | 11/10/2022 | 1,261 | 2,623,404 | 13F-HR | Sigma Planning Corp |
| Q2 2022 | 8/11/2022 | 1,288 | 2,877,314 | 13F-HR | Sigma Planning Corp |
| Q1 2022 | 4/20/2022 | 1,362 | 3,338,142 | 13F-HR | Sigma Planning Corp |
| Q4 2021 | 2/2/2022 | 1,383 | 3,588,041 | 13F-HR | Sigma Planning Corp |
| Q3 2021 | 10/28/2021 | 1,372 | 3,324,996 | 13F-HR | Sigma Planning Corp |
| Q2 2021 | 8/13/2021 | 1,413 | 3,355,093 | 13F-HR | Sigma Planning Corp |
| Q1 2021 | 5/6/2021 | 1,325 | 3,130,214 | 13F-HR | Sigma Planning Corp |
| Q4 2020 | 2/9/2021 | 1,194 | 2,940,422 | 13F-HR | Sigma Planning Corp |
| Q3 2020 | 11/3/2020 | 1,060 | 2,526,727 | 13F-HR | Sigma Planning Corp |
| Q2 2020 | 7/31/2020 | 1,054 | 2,278,266 | 13F-HR | Sigma Planning Corp |
| Q1 2020 | 5/1/2020 | 915 | 1,684,315 | 13F-HR | Sigma Planning Corp |
| Q4 2019 | 2/3/2020 | 1,051 | 2,370,357 | 13F-HR | Sigma Planning Corp |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
988
(0.0% of total reported value)
· QoQ Δ:
+256
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.764 M | 49.0% | 0 | 934.8 K | -934.8 K |
| ETFs | 1.799 M | 50.0% | 921.7 K | 0 | 921.7 K |
| Debt | 34.74 K | 1.0% | 1.703 K | 0 | 1.703 K |
| Other | 0 | 0.0% | 0 | 12.01 K | -12.01 K |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
3,600,422
Holdings
1309
QoQ value change ($000)
-22,233
(-0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.