Position in CI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$207,035
-$7,698 QoQ
Shares Held
751
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,337
of 1,682 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Sigma Planning Corp holds $7,966,078 across 4 Healthcare Plans names. CI ranks #4 (2.6% of the industry book) .
All Filings in CI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,035 | 751 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $214,733 | 805 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $252,936 | 919 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $330,046 | 1,145 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $515,374 | 1,559 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $670,831 | 2,039 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $549,794 | 1,991 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,070,153 | 3,089 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $706,428 | 2,137 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $720,932 | 1,985 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $234,469 | 783 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $610,473 | 2,134 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $634,156 | 2,260 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $644,957 | 2,524 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $812,114 | 2,451 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,307,161 | 4,711 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,224,313 | 4,646 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $838,874 | 3,501 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $847,105 | 3,689 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $623,698 | 3,116 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $333,320 | 1,406 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $255,760 | 1,058 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $252,938 | 1,215 | Shares | Sole | 2021-02-09 | |
| 2020-03-31 | $213,679 | 1,206 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||