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Sigma Planning Corp: TSLA position timeline

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

Sigma Planning Corp held 40,640 TSLA 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 40,640 shares
    Change vs previous 13F -1,401 shares

    0.43% of the 13F portfolio, value $17,093,386.

    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 42,041 shares
    Change vs previous 13F -6,446 shares

    0.43% of the 13F portfolio, value $15,628,655.

    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 48,487 shares
    Change vs previous 13F +9,162 shares

    0.6% of the 13F portfolio, value $21,847,606.

    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 39,325 shares
    Change vs previous 13F -13,558 shares

    0.5% of the 13F portfolio, value $17,488,672.

    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 52,883 shares
    Change vs previous 13F +6,318 shares

    0.51% of the 13F portfolio, value $16,798,888.

    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 46,565 shares
    Change vs previous 13F +2,211 shares

    0.38% of the 13F portfolio, value $12,067,857.

    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 44,354 shares
    Change vs previous 13F +3,622 shares

    0.56% of the 13F portfolio, value $17,911,992.

    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 40,732 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $10,656,824.

    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).