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Sigma Planning Corp: PFEB position timeline

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

Sigma Planning Corp held 7,463 PFEB 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 7,463 shares
    Change vs previous 13F -806 shares

    0.01% of the 13F portfolio, value $321,376.

    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 8,269 shares
    Change vs previous 13F +2,892 shares

    0.01% of the 13F portfolio, value $331,575.

    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 5,377 shares
    Change vs previous 13F -50 shares

    0.01% of the 13F portfolio, value $218,945.

    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 5,427 shares
    Change vs previous 13F -50 shares

    0.01% of the 13F portfolio, value $215,398.

    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 5,477 shares
    Change vs previous 13F -97,652 shares

    0.01% of the 13F portfolio, value $208,181.

    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 103,129 shares
    Change vs previous 13F +1,127 shares

    0.12% of the 13F portfolio, value $3,694,081.

    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 102,002 shares
    Change vs previous 13F -3,623 shares

    0.12% of the 13F portfolio, value $3,753,674.

    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 105,625 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,806,725.

    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).