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Disclosery

Sigma Planning Corp: PSEC position timeline

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

Sigma Planning Corp held 36,685 PSEC 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 36,685 shares
    Change vs previous 13F +117 shares

    <0.01% of the 13F portfolio, value $84,742.

    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 36,568 shares
    Change vs previous 13F -1,357 shares

    <0.01% of the 13F portfolio, value $95,441.

    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 37,925 shares
    Change vs previous 13F -1,108 shares

    <0.01% of the 13F portfolio, value $98,226.

    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 39,033 shares
    Change vs previous 13F -2,445 shares

    <0.01% of the 13F portfolio, value $107,341.

    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 41,478 shares
    Change vs previous 13F -2,267 shares

    <0.01% of the 13F portfolio, value $131,900.

    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 43,745 shares
    Change vs previous 13F -25,443 shares

    0.01% of the 13F portfolio, value $179,353.

    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 69,188 shares
    Change vs previous 13F -1,344 shares

    0.01% of the 13F portfolio, value $298,198.

    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 70,532 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $377,344.

    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).