Skip to content
Disclosery

Sigma Planning Corp: PFXF position timeline

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

Sigma Planning Corp held 35,470 PFXF 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 35,470 shares
    Change vs previous 13F -89,402 shares

    0.02% of the 13F portfolio, value $632,782.

    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 124,872 shares
    Change vs previous 13F +3,102 shares

    0.06% of the 13F portfolio, value $2,190,253.

    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 121,770 shares
    Change vs previous 13F +12,997 shares

    0.06% of the 13F portfolio, value $2,163,293.

    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 108,773 shares
    Change vs previous 13F +5,233 shares

    0.05% of the 13F portfolio, value $1,932,901.

    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 103,540 shares
    Change vs previous 13F +56,675 shares

    0.05% of the 13F portfolio, value $1,772,608.

    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 46,865 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $785,462.

    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).