Sigma Planning Corp

SEC CIK: 0001449126
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

CASS holding history

Cass Information Systems 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.

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

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2023

Holdings of CASS by Sigma Planning Corp, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−7,159−100.0%	Sold out	Holders
Q3 2023	7,159	$266.7K	<0.1%	−2,327−24.5%	Reduced	Holders
Q2 2023	9,486	$367.9K	<0.1%	−2,957−23.8%	Reduced	Holders
Q1 2023	12,443	$538.9K	<0.1%	+12,443	New	Holders