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Livermore
Livermore
ZHEN

Sigma Planning Corp

SEC CIK
0001449126
Latest filing
Aug 7, 2026

EFR holding history

Eaton Vance Senior Floating-Rate Trust 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.

EFR overviewAll 13F holders of EFRFull Q2 2026 holdings

Shares (Q2 2026)
14,441
Value
$153.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of EFR by Sigma Planning Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,441$153.1K<0.1%+30.0%AddedHolders
Q1 202614,438$152.2K<0.1%+11+0.1%AddedHolders
Q4 202514,427$160.7K<0.1%+50.0%AddedHolders
Q3 202514,422$165.0K<0.1%+127+0.9%AddedHolders
Q2 202514,295$173.3K<0.1%+97+0.7%AddedHolders
Q1 202514,198$173.9K<0.1%+783+5.8%AddedHolders
Q4 202413,415$171.7K<0.1%+16+0.1%AddedHolders
Q3 202413,399$170.8K<0.1%−70−0.5%ReducedHolders
Q2 202413,469$176.2K<0.1%−1,295−8.8%ReducedHolders
Q1 202414,764$192.4K<0.1%+14,764NewHolders
Q4 20230$00.0%−18,774−100.0%Sold outHolders
Q3 202318,774$227.4K<0.1%+3,039+19.3%AddedHolders
Q2 202315,735$184.9K<0.1%+318+2.1%AddedHolders
Q1 202315,417$174.7K<0.1%+895+6.2%AddedHolders
Q4 202214,522$158.9K<0.1%−1,657−10.2%ReducedHolders
Q3 202216,179$180.0K<0.1%−194−1.2%ReducedHolders
Q2 202216,373$201.0K<0.1%+3,530+27.5%AddedHolders
Q1 202212,843$172.0K<0.1%+761+6.3%AddedHolders
Q4 202112,082$178.0K<0.1%+8+0.1%AddedHolders
Q3 202112,074$176.0K<0.1%−15,350−56.0%ReducedHolders
Q2 202127,424$388.0K<0.1%+159+0.6%AddedHolders
Q1 202127,265$376.0K<0.1%––Holders

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