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Disclosery

Sigma Planning Corp: PSFF position timeline

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

Sigma Planning Corp held 235,149 PSFF 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 235,149 shares
    Change vs previous 13F -3,145 shares

    0.2% of the 13F portfolio, value $8,067,974.

    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 238,294 shares
    Change vs previous 13F +1,891 shares

    0.21% of the 13F portfolio, value $7,635,987.

    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 236,403 shares
    Change vs previous 13F +5,998 shares

    0.21% of the 13F portfolio, value $7,642,920.

    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 230,405 shares
    Change vs previous 13F -6,742 shares

    0.21% of the 13F portfolio, value $7,279,696.

    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 237,147 shares
    Change vs previous 13F -18,138 shares

    0.22% of the 13F portfolio, value $7,228,250.

    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 255,285 shares
    Change vs previous 13F +6,305 shares

    0.23% of the 13F portfolio, value $7,288,386.

    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 248,980 shares
    Change vs previous 13F +95,154 shares

    0.23% of the 13F portfolio, value $7,292,629.

    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 153,826 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,420,958.

    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).