Position in SAM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$224,640
+$17,449 QoQ
Shares Held
975
-0.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAM Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Sigma Planning Corp holds $339,379 across 1 Beverages - Brewers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
2,440 | $339,379 |
All Filings in SAM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,640 | 975 | Shares | Sole | 2026-05-04 | |
| 2025-09-30 | $207,191 | 980 | Shares | Sole | 2025-11-10 | |
| 2023-09-30 | $215,020 | 552 | Shares | Sole | 2023-11-06 | |
| 2022-09-30 | $244,679 | 756 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $209,049 | 690 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $274,648 | 707 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $375,794 | 744 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $317,064 | 622 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $364,425 | 357 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $395,659 | 328 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $570,722 | 574 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $530,899 | 601 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $340,236 | 634 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||