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Disclosery

Sigma Planning Corp: PEP position timeline

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

Sigma Planning Corp held 39,708 PEP 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 39,708 shares
    Change vs previous 13F +827 shares

    0.14% of the 13F portfolio, value $5,376,507.

    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 38,881 shares
    Change vs previous 13F -2,512 shares

    0.17% of the 13F portfolio, value $6,037,782.

    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 41,393 shares
    Change vs previous 13F +306 shares

    0.16% of the 13F portfolio, value $5,760,981.

    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 41,087 shares
    Change vs previous 13F -1,332 shares

    0.16% of the 13F portfolio, value $5,770,378.

    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 42,419 shares
    Change vs previous 13F +10,336 shares

    0.17% of the 13F portfolio, value $5,601,081.

    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 32,083 shares
    Change vs previous 13F +835 shares

    0.15% of the 13F portfolio, value $4,810,529.

    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 31,248 shares
    Change vs previous 13F -2,352 shares

    0.15% of the 13F portfolio, value $4,751,570.

    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 33,600 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,713,656.

    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).