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Livermore
Livermore
ZHEN

Sigma Planning Corp

SEC CIK
0001449126
Latest filing
Aug 7, 2026

SRE holding history

Sempra in every 13F filed by Sigma Planning Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SRE overviewAll 13F holders of SREFull Q2 2026 holdings

Shares (Q2 2026)
2,482
Value
$230.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of SRE by Sigma Planning Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,482$230.1K<0.1%+24+1.0%AddedHolders
Q1 20262,458$238.9K<0.1%−1,470−37.4%ReducedHolders
Q4 20253,928$346.8K<0.1%−28−0.7%ReducedHolders
Q3 20253,956$356.0K<0.1%−1,843−31.8%ReducedHolders
Q2 20255,799$439.4K<0.1%−340−5.5%ReducedHolders
Q1 20256,139$438.1K<0.1%−284−4.4%ReducedHolders
Q4 20246,423$563.4K<0.1%+249+4.0%AddedHolders
Q3 20246,174$516.4K<0.1%+46+0.8%AddedHolders
Q2 20246,128$466.1K<0.1%+276+4.7%AddedHolders
Q1 20245,852$420.4K<0.1%+5,852NewHolders
Q4 20230$00.0%−6,087−100.0%Sold outHolders
Q3 20236,087$414.1K<0.1%+1,163+23.6%AddedConverted for a 2-for-1 splitHolders
Q2 20232,462$358.4K<0.1%−68−2.7%ReducedHolders
Q1 20232,530$382.5K<0.1%+86+3.5%AddedHolders
Q4 20222,444$377.7K<0.1%−16−0.7%ReducedHolders
Q3 20222,460$369.0K<0.1%+14+0.6%AddedHolders
Q2 20222,446$368.0K<0.1%−1,420−36.7%ReducedHolders
Q1 20223,866$650.0K<0.1%−40−1.0%ReducedHolders
Q4 20213,906$517.0K<0.1%+913+30.5%AddedHolders
Q3 20212,993$379.0K<0.1%−327−9.8%ReducedHolders
Q2 20213,320$440.0K<0.1%−27−0.8%ReducedHolders
Q1 20213,347$444.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.