Sigma Planning Corp

SEC CIK: 0001449126
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

CASH holding history

Pathward Financial, Inc. in every 13F filed by Sigma Planning Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CASH overview All 13F holders of CASH Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 19; Since Q1 2021

Holdings of CASH by Sigma Planning Corp, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−3,536−100.0%	Sold out	Holders
Q4 2025	3,536	$251.1K	<0.1%	−6,440−64.6%	Reduced	Holders
Q3 2025	9,976	$738.3K	<0.1%	−138−1.4%	Reduced	Holders
Q2 2025	10,114	$800.2K	<0.1%	+10.0%	Added	Holders
Q1 2025	10,113	$737.8K	<0.1%	+1,094+12.1%	Added	Holders
Q4 2024	9,019	$663.6K	<0.1%	−132−1.4%	Reduced	Holders
Q3 2024	9,151	$604.1K	<0.1%	−31−0.3%	Reduced	Holders
Q2 2024	9,182	$519.4K	<0.1%	−277−2.9%	Reduced	Holders
Q1 2024	9,459	$477.5K	<0.1%	+9,459	New	Holders
Q4 2023	0	$0	0.0%	−9,975−100.0%	Sold out	Holders
Q3 2023	9,975	$459.8K	<0.1%	+20.0%	Added	Holders
Q2 2023	9,973	$462.4K	<0.1%	−3,043−23.4%	Reduced	Holders
Q1 2023	13,016	$540.0K	<0.1%	+60.0%	Added	Holders
Q4 2022	13,010	$560.1K	<0.1%	−10−0.1%	Reduced	Holders
Q3 2022	13,020	$429.0K	<0.1%	−6,823−34.4%	Reduced	Holders
Q2 2022	19,843	$767.0K	<0.1%	+50.0%	Added	Holders
Q1 2022	19,838	$1.09M	<0.1%	−377−1.9%	Reduced	Holders
Q4 2021	20,215	$1.21M	<0.1%	−3,661−15.3%	Reduced	Holders
Q3 2021	23,876	$1.25M	<0.1%	−10,814−31.2%	Reduced	Holders
Q2 2021	34,690	$1.76M	0.1%	−5,619−13.9%	Reduced	Holders
Q1 2021	40,309	$1.83M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.