Skip to content

Sigma Planning Corp: DSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sigma Planning Corp on DSI, newest first. How the timeline and the estimate are built.

Sigma Planning Corp held 5,017 DSI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,017 shares
    Change vs previous 13F -1,466 shares

    0.02% of the 13F portfolio, value $714,415.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,483 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $785,633.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,481 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $834,936.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,479 shares
    Change vs previous 13F -2,861 shares

    0.02% of the 13F portfolio, value $816,027.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,340 shares
    Change vs previous 13F +8 shares

    0.03% of the 13F portfolio, value $1,084,953.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,332 shares
    Change vs previous 13F -56 shares

    0.03% of the 13F portfolio, value $955,681.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,388 shares
    Change vs previous 13F +11 shares

    0.03% of the 13F portfolio, value $1,034,985.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,377 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,020,145.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).