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Disclosery

Sigma Planning Corp: PTY position timeline

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

Sigma Planning Corp held 55,341 PTY 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 55,341 shares
    Change vs previous 13F +12,525 shares

    0.02% of the 13F portfolio, value $665,751.

    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 42,816 shares
    Change vs previous 13F -2,456 shares

    0.01% of the 13F portfolio, value $516,358.

    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 45,272 shares
    Change vs previous 13F +7,111 shares

    0.02% of the 13F portfolio, value $584,013.

    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 38,161 shares
    Change vs previous 13F -4,037 shares

    0.02% of the 13F portfolio, value $551,051.

    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 42,198 shares
    Change vs previous 13F -9,999 shares

    0.02% of the 13F portfolio, value $586,981.

    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 52,197 shares
    Change vs previous 13F +5,268 shares

    0.02% of the 13F portfolio, value $754,775.

    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 46,929 shares
    Change vs previous 13F +640 shares

    0.02% of the 13F portfolio, value $674,370.

    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 46,289 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $666,093.

    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).