SEC 13F Intelligence

Managers / Q4 2018 · view latest →

Sigma Planning Corp

CIK 0001449126 · 300 PARKLAND PLAZA, ANN ARBOR, MI, 48103 · 734-663-1611

Reported Value
$1.4B
Q4 2018
Positions
851
Filings on Record
30
2019–present window
Filed
Jan 31, 2019
original filing

Summary

Sigma Planning Corp reported $1.4B in U.S.-listed holdings across 851 positions for Q4 2018.

Its largest position, IVV, represents 5.9% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.4BQ4 ’18Q1 ’19: $1.8BQ2 ’19: $1.9BQ3 ’19: $2.1BQ4 ’19: $2.4BQ4 ’19Q1 ’20: $1.7BQ2 ’20: $2.3BQ3 ’20: $2.5BQ4 ’20: $2.9BQ4 ’20Q1 ’21: $3.1BQ2 ’21: $3.4BQ3 ’21: $3.3BQ4 ’21: $3.6BQ4 ’21Q1 ’22: $3.3BQ2 ’22: $2.9BQ3 ’22: $2.6BQ4 ’22: $2.80TQ4 ’22Q1 ’23: $3.0BQ2 ’23: $2.8BQ3 ’23: $2.7BQ4 ’23: $1.3BQ4 ’23Q1 ’24: $3.2BQ2 ’24: $3.2BQ3 ’24: $3.3BQ4 ’24: $3.2BQ4 ’24Q1 ’25: $3.1BQ2 ’25: $3.3BQ3 ’25: $3.5BQ4 ’25: $3.6BQ4 ’25Q1 ’26: $3.6Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2018

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$3.6B1,309May 4, 202613F-HRchanges · EDGAR ↗
Q4 2025$3.6B1,295Jan 30, 202613F-HRchanges · EDGAR ↗
Q3 2025$3.5B1,290Nov 10, 202513F-HRchanges · EDGAR ↗
Q2 2025$3.3B1,244Aug 5, 202513F-HRchanges · EDGAR ↗
Q1 2025$3.1B1,203May 2, 202513F-HRchanges · EDGAR ↗
Q4 2024$3.2B1,162Feb 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$3.3B1,218Nov 4, 202413F-HRchanges · EDGAR ↗
Q2 2024$3.2B1,196Aug 6, 202413F-HRchanges · EDGAR ↗
Q1 2024$3.2B1,222May 2, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.3B846Feb 1, 202413F-HRchanges · EDGAR ↗
Q3 2023$2.7B1,197Nov 6, 202313F-HRchanges · EDGAR ↗
Q2 2023$2.8B1,202Aug 2, 202313F-HRchanges · EDGAR ↗
Q1 2023$3.0B1,295May 8, 202313F-HRchanges · EDGAR ↗
Q4 2022$2.80T1,261Jan 24, 202313F-HRchanges · EDGAR ↗
Q3 2022$2.6B1,261Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$2.9B1,288Aug 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$3.3B1,362Apr 20, 202213F-HRchanges · EDGAR ↗
Q4 2021$3.6B1,383Feb 2, 202213F-HRchanges · EDGAR ↗
Q3 2021$3.3B1,372Oct 28, 202113F-HRchanges · EDGAR ↗
Q2 2021$3.4B1,413Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$3.1B1,325May 6, 202113F-HRchanges · EDGAR ↗
Q4 2020$2.9B1,194Feb 9, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.5B1,060Nov 3, 202013F-HRchanges · EDGAR ↗
Q2 2020$2.3B1,054Jul 31, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.7B915May 1, 202013F-HRchanges · EDGAR ↗
Q4 2019$2.4B1,051Feb 3, 202013F-HRchanges · EDGAR ↗
Q3 2019$2.1B1,000Nov 1, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.9B989Aug 1, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.8B940May 1, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.4B851Jan 31, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.