Skip to content
Disclosery

Sigma Planning Corp: PTF position timeline

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

Sigma Planning Corp held 3,552 PTF 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 3,552 shares
    Change vs previous 13F -1,147 shares

    0.01% of the 13F portfolio, value $484,210.

    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 4,699 shares
    Change vs previous 13F -70 shares

    0.01% of the 13F portfolio, value $405,664.

    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 4,769 shares
    Change vs previous 13F +432 shares

    0.01% of the 13F portfolio, value $364,784.

    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 4,337 shares
    Change vs previous 13F -3,784 shares

    0.01% of the 13F portfolio, value $324,495.

    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 8,121 shares
    Change vs previous 13F -725 shares

    0.02% of the 13F portfolio, value $554,601.

    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 8,846 shares
    Change vs previous 13F +1,173 shares

    0.02% of the 13F portfolio, value $521,560.

    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 7,673 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $556,753.

    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).