Skip to content
Disclosery

Sigma Planning Corp: PSEP position timeline

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

Sigma Planning Corp held 9,596 PSEP 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 9,596 shares
    Change vs previous 13F -12 shares

    0.01% of the 13F portfolio, value $441,913.

    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 9,608 shares
    Change vs previous 13F -858 shares

    0.01% of the 13F portfolio, value $413,736.

    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 10,466 shares
    Change vs previous 13F +34 shares

    0.01% of the 13F portfolio, value $457,544.

    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 10,432 shares
    Change vs previous 13F -180 shares

    0.01% of the 13F portfolio, value $448,046.

    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 10,612 shares
    Change vs previous 13F -5,923 shares

    0.01% of the 13F portfolio, value $433,925.

    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 16,535 shares
    Change vs previous 13F -1,500 shares

    0.02% of the 13F portfolio, value $635,109.

    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 18,035 shares
    Change vs previous 13F -3,550 shares

    0.02% of the 13F portfolio, value $704,903.

    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 21,585 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $831,670.

    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).