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Sigma Planning Corp

CIK
1449126
City
ANN ARBOR
State / Country
MI

Top Portfolio Positions

608 positions · $1,549,582,675 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in NIM

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Shares Held

Position Value (USD)

14 quarters on record
Report Date Value (USD) Shares
2026-03-31 $103,108 10,911
2025-12-31 $101,479 10,900
2025-09-30 $96,989 10,474
2025-06-30 $94,894 10,474
2025-03-31 $97,617 10,474
2024-12-31 $91,228 10,474
2024-09-30 $96,989 10,474
2024-06-30 $94,684 10,474
2023-03-31 $94,505 10,239
2022-12-31 $92,765 10,239
2022-09-30 $100,906 11,389
2022-06-30 $104,551 11,389
2022-03-31 $108,081 11,282
2020-03-31 $119,750 12,257