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Manager record

Sigma Planning Corp

Ann Arbor, MI · CIK 1449126 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$3.88BReported 13F valueQ3 2026 · as filed
1,325Holdings listed
-2.2%vs prior quartervalue change includes market moves
6Quarters on record
Oct 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $3.3B$3.3BQ2 20251,244 holdingsQ3 2025: $3.5B$3.5BQ3 20251,290 holdingsQ4 2025: $3.6B$3.6BQ4 20251,295 holdingsQ1 2026: $3.6B$3.6BQ1 20261,309 holdingsQ2 2026: $4.0B$4.0BQ2 20261,404 holdingsQ3 2026: $3.9B$3.9BQ3 20261,325 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 23 2026 13F-HR · period Q3 2026

$3.88B · 1,325 holdings listed · View original SEC filing ↗
Aug 07 2026 13F-HR · period Q2 2026

$3.97B · 1,404 holdings listed · View original SEC filing ↗
May 04 2026 13F-HR · period Q1 2026

$3.60B · 1,309 holdings listed · View original SEC filing ↗
Jan 30 2026 13F-HR · period Q4 2025

$3.62B · 1,295 holdings listed · View original SEC filing ↗
Nov 10 2025 13F-HR · period Q3 2025

$3.52B · 1,290 holdings listed · View original SEC filing ↗
Aug 05 2025 13F-HR · period Q2 2025

$3.33B · 1,244 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 23, 2026 · Change methodology