Sigma Planning Corp

SEC CIK: 0001449126
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

VERX holding history

Vertex, 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.

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

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2024

Holdings of VERX by Sigma Planning Corp, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−10,845−100.0%	Sold out	Holders
Q1 2025	10,845	$379.7K	<0.1%	−63−0.6%	Reduced	Holders
Q4 2024	10,908	$581.9K	<0.1%	+1,421+15.0%	Added	Holders
Q3 2024	9,487	$365.3K	<0.1%	+9,487	New	Holders