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Disclosery

Sigma Planning Corp: XLE position timeline

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

Sigma Planning Corp held 157,801 XLE 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 157,801 shares
    Change vs previous 13F +22,979 shares

    0.21% of the 13F portfolio, value $8,380,806.

    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 134,822 shares
    Change vs previous 13F +15,968 shares

    0.23% of the 13F portfolio, value $8,259,166.

    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 118,854 shares
    Change vs previous 13F +59,006 shares

    0.15% of the 13F portfolio, value $5,299,989.

    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 59,848 shares
    Change vs previous 13F -5,205 shares

    0.15% of the 13F portfolio, value $5,346,776.

    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 65,053 shares
    Change vs previous 13F -3,017 shares

    0.17% of the 13F portfolio, value $5,517,124.

    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 68,070 shares
    Change vs previous 13F -939 shares

    0.2% of the 13F portfolio, value $6,361,124.

    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 69,009 shares
    Change vs previous 13F -3,960 shares

    0.19% of the 13F portfolio, value $5,911,312.

    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 72,969 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,406,663.

    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).