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Disclosery

Sigma Planning Corp: DTE position timeline

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

Sigma Planning Corp held 47,200 DTE 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 47,200 shares
    Change vs previous 13F -4,988 shares

    0.18% of the 13F portfolio, value $7,192,509.

    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 52,188 shares
    Change vs previous 13F -961 shares

    0.21% of the 13F portfolio, value $7,631,540.

    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 53,149 shares
    Change vs previous 13F -81 shares

    0.19% of the 13F portfolio, value $6,855,733.

    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 53,230 shares
    Change vs previous 13F -1,165 shares

    0.21% of the 13F portfolio, value $7,528,932.

    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 54,395 shares
    Change vs previous 13F -1,597 shares

    0.22% of the 13F portfolio, value $7,205,740.

    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 55,992 shares
    Change vs previous 13F +991 shares

    0.25% of the 13F portfolio, value $7,741,955.

    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 55,001 shares
    Change vs previous 13F -373 shares

    0.21% of the 13F portfolio, value $6,641,334.

    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 55,374 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,110,543.

    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).