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
- period ended2026-06-3013F 5,017 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,483 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,481 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,479 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,340 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,332 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,388 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,377 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).