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Disclosery

Sigma Planning Corp: PDI position timeline

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

Sigma Planning Corp held 25,094 PDI 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 25,094 shares
    Change vs previous 13F +47 shares

    0.01% of the 13F portfolio, value $419,535.

    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 25,047 shares
    Change vs previous 13F -182 shares

    0.01% of the 13F portfolio, value $428,965.

    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 25,229 shares
    Change vs previous 13F -8,482 shares

    0.01% of the 13F portfolio, value $447,047.

    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 33,711 shares
    Change vs previous 13F +3,187 shares

    0.02% of the 13F portfolio, value $667,634.

    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 30,524 shares
    Change vs previous 13F -3,026 shares

    0.02% of the 13F portfolio, value $579,042.

    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 33,550 shares
    Change vs previous 13F +4,169 shares

    0.02% of the 13F portfolio, value $664,290.

    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 29,381 shares
    Change vs previous 13F -22,471 shares

    0.02% of the 13F portfolio, value $538,846.

    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 51,852 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,051,031.

    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).