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Disclosery

Sigma Planning Corp: PRF position timeline

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

Sigma Planning Corp held 48,455 PRF 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 48,455 shares
    Change vs previous 13F -706 shares

    0.07% of the 13F portfolio, value $2,618,034.

    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 49,161 shares
    Change vs previous 13F +2,996 shares

    0.06% of the 13F portfolio, value $2,336,635.

    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 46,165 shares
    Change vs previous 13F -761 shares

    0.06% of the 13F portfolio, value $2,197,317.

    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 46,926 shares
    Change vs previous 13F -9,366 shares

    0.06% of the 13F portfolio, value $2,121,512.

    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 56,292 shares
    Change vs previous 13F -11,215 shares

    0.07% of the 13F portfolio, value $2,379,472.

    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 67,507 shares
    Change vs previous 13F -1,437 shares

    0.09% of the 13F portfolio, value $2,727,943.

    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 68,944 shares
    Change vs previous 13F -507 shares

    0.09% of the 13F portfolio, value $2,781,185.

    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 69,451 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,821,803.

    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).