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Disclosery

Sigma Planning Corp: PM position timeline

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

Sigma Planning Corp held 17,482 PM 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 17,482 shares
    Change vs previous 13F +328 shares

    0.08% of the 13F portfolio, value $3,164,891.

    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 17,154 shares
    Change vs previous 13F -689 shares

    0.08% of the 13F portfolio, value $2,836,389.

    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 17,843 shares
    Change vs previous 13F +3,492 shares

    0.08% of the 13F portfolio, value $2,865,662.

    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 14,351 shares
    Change vs previous 13F -3,600 shares

    0.07% of the 13F portfolio, value $2,327,722.

    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 17,951 shares
    Change vs previous 13F -3,764 shares

    0.1% of the 13F portfolio, value $3,269,431.

    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 21,715 shares
    Change vs previous 13F -999 shares

    0.11% of the 13F portfolio, value $3,446,855.

    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 22,714 shares
    Change vs previous 13F -1,322 shares

    0.09% of the 13F portfolio, value $2,733,575.

    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 24,036 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,917,979.

    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).