Position in IBKR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$340,674
+$127,928 QoQ
Shares Held
3,914
+23.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#775
of 1,105 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sigma Planning Corp holds $22,910,932 across 12 Capital Markets names. IBKR ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,745 | $8,844,430 | |
| 2 | MS |
Morgan Stanley
|
32,153 | $6,721,263 | |
| 3 | CRCL |
Circle Internet Group, Inc.
|
31,596 | $1,978,857 | |
| 4 | IREN |
IREN Ltd
|
35,498 | $1,623,323 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
9,519 | $954,565 | |
| 6 | SCHW |
Schwab Charles Corp
|
8,448 | $779,496 | |
| 7 | WULF |
Terawulf Inc.
|
24,650 | $608,855 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
17,804 | $487,473 |
All Filings in IBKR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,674 | 3,914 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $212,746 | 3,172 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $238,332 | 3,706 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $255,766 | 3,717 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $257,989 | 1,558 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $310,055 | 1,755 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $224,787 | 1,613 | Shares | Sole | 2024-11-04 | |
| 2023-03-31 | $543,327 | 6,581 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||