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Disclosery

Sigma Planning Corp: JPIE position timeline

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

Sigma Planning Corp held 23,993 JPIE 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 23,993 shares
    Change vs previous 13F -498 shares

    0.03% of the 13F portfolio, value $1,104,862.

    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 24,491 shares
    Change vs previous 13F -371 shares

    0.03% of the 13F portfolio, value $1,128,318.

    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 24,862 shares
    Change vs previous 13F -9,080 shares

    0.03% of the 13F portfolio, value $1,150,901.

    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 33,942 shares
    Change vs previous 13F -17,658 shares

    0.04% of the 13F portfolio, value $1,575,230.

    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 51,600 shares
    Change vs previous 13F +14,743 shares

    0.07% of the 13F portfolio, value $2,390,098.

    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 36,857 shares
    Change vs previous 13F -2,239 shares

    0.05% of the 13F portfolio, value $1,698,019.

    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 39,096 shares
    Change vs previous 13F -227 shares

    0.06% of the 13F portfolio, value $1,783,564.

    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 39,323 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,824,182.

    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).