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Sigma Planning Corp

CIK
1449126
City
ANN ARBOR
State / Country
MI

Top Portfolio Positions

609 positions · $1,568,670,648 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in CION

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Shares Held

Position Value (USD)

16 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,447,774 211,663
2025-12-31 $2,708,044 280,046
2025-09-30 $2,626,348 277,041
2025-06-30 $3,278,356 342,566
2025-03-31 $3,499,780 338,143
2024-12-31 $3,713,732 325,766
2024-09-30 $3,649,254 306,660
2024-06-30 $3,586,901 295,949
2024-03-31 $3,250,929 295,539
2023-12-31 $2,061,066 182,234
2023-09-30 $3,212,085 303,887
2023-06-30 $3,134,666 301,991
2023-03-31 $3,287,815 333,112
2022-12-31 $2,908,766 298,335
2022-09-30 $2,623,321 308,626
2022-06-30 $1,009,069 115,985