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Disclosery

Sigma Planning Corp: PDBC position timeline

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

Sigma Planning Corp held 157,296 PDBC 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 157,296 shares
    Change vs previous 13F +3,422 shares

    0.06% of the 13F portfolio, value $2,497,863.

    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 153,874 shares
    Change vs previous 13F -962 shares

    0.07% of the 13F portfolio, value $2,665,090.

    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 154,836 shares
    Change vs previous 13F +15,608 shares

    0.06% of the 13F portfolio, value $2,051,577.

    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 139,228 shares
    Change vs previous 13F +19,893 shares

    0.05% of the 13F portfolio, value $1,869,826.

    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 119,335 shares
    Change vs previous 13F +8,158 shares

    0.05% of the 13F portfolio, value $1,556,130.

    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 111,177 shares
    Change vs previous 13F +4,740 shares

    0.05% of the 13F portfolio, value $1,515,349.

    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 106,437 shares
    Change vs previous 13F -15,887 shares

    0.04% of the 13F portfolio, value $1,382,610.

    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 122,324 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,642,816.

    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).