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Disclosery

Sigma Planning Corp: PVAL position timeline

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

Sigma Planning Corp held 130,746 PVAL 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 130,746 shares
    Change vs previous 13F +13,982 shares

    0.17% of the 13F portfolio, value $6,661,513.

    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 116,764 shares
    Change vs previous 13F +39,360 shares

    0.15% of the 13F portfolio, value $5,417,853.

    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 77,404 shares
    Change vs previous 13F +10,814 shares

    0.1% of the 13F portfolio, value $3,527,296.

    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 66,590 shares
    Change vs previous 13F -13,451 shares

    0.08% of the 13F portfolio, value $2,844,711.

    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 80,041 shares
    Change vs previous 13F +8,792 shares

    0.1% of the 13F portfolio, value $3,220,037.

    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 71,249 shares
    Change vs previous 13F -1,874 shares

    0.09% of the 13F portfolio, value $2,713,163.

    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 73,123 shares
    Change vs previous 13F +144 shares

    0.09% of the 13F portfolio, value $2,714,318.

    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 72,979 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,768,809.

    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).