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Disclosery

Sigma Planning Corp: EPD position timeline

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

Sigma Planning Corp held 35,270 EPD 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 35,270 shares
    Change vs previous 13F +270 shares

    0.03% of the 13F portfolio, value $1,296,520.

    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 35,000 shares
    Change vs previous 13F -645 shares

    0.04% of the 13F portfolio, value $1,324,413.

    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 35,645 shares
    Change vs previous 13F +1,825 shares

    0.03% of the 13F portfolio, value $1,142,790.

    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 33,820 shares
    Change vs previous 13F +1,165 shares

    0.03% of the 13F portfolio, value $1,057,562.

    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 32,655 shares
    Change vs previous 13F -4,013 shares

    0.03% of the 13F portfolio, value $1,012,631.

    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 36,668 shares
    Change vs previous 13F +2,382 shares

    0.04% of the 13F portfolio, value $1,251,861.

    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 34,286 shares
    Change vs previous 13F -759 shares

    0.03% of the 13F portfolio, value $1,075,210.

    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 35,045 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,020,146.

    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).