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Disclosery

Sigma Planning Corp: PBR position timeline

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

Sigma Planning Corp held 26,579 PBR 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 26,579 shares
    Change vs previous 13F -2,167 shares

    0.01% of the 13F portfolio, value $429,849.

    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 28,746 shares
    Change vs previous 13F +1,567 shares

    0.02% of the 13F portfolio, value $596,471.

    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 27,179 shares
    Change vs previous 13F -944 shares

    0.01% of the 13F portfolio, value $325,235.

    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 28,123 shares
    Change vs previous 13F -5,330 shares

    0.01% of the 13F portfolio, value $358,850.

    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 33,453 shares
    Change vs previous 13F -51,092 shares

    0.01% of the 13F portfolio, value $421,963.

    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 84,545 shares
    Change vs previous 13F +62,429 shares

    0.04% of the 13F portfolio, value $1,212,369.

    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 22,116 shares
    Change vs previous 13F -7,320 shares

    0.01% of the 13F portfolio, value $284,406.

    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 29,436 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $432,139.

    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).