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Disclosery

Sigma Planning Corp: PSX position timeline

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

Sigma Planning Corp held 8,813 PSX 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 8,813 shares
    Change vs previous 13F +40 shares

    0.04% of the 13F portfolio, value $1,489,785.

    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 8,773 shares
    Change vs previous 13F -1,185 shares

    0.04% of the 13F portfolio, value $1,598,321.

    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 9,958 shares
    Change vs previous 13F +299 shares

    0.04% of the 13F portfolio, value $1,288,181.

    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 9,659 shares
    Change vs previous 13F -1,020 shares

    0.04% of the 13F portfolio, value $1,313,855.

    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 10,679 shares
    Change vs previous 13F -1,595 shares

    0.04% of the 13F portfolio, value $1,273,984.

    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 12,274 shares
    Change vs previous 13F -375 shares

    0.05% of the 13F portfolio, value $1,515,623.

    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 12,649 shares
    Change vs previous 13F -577 shares

    0.05% of the 13F portfolio, value $1,441,098.

    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 13,226 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,738,541.

    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).