Trust For Professional Man shares owned by Sigma Planning
Quarter-by-quarter ownership of Trust For Professional Man (APUE) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in Trust For Professional Man
Tip: Access up to 7 years of quarterly data
All positions including Trust For Professional Man held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Trust For Professional Man by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $781k | 19k | 40.78 |
| 2025-06-30 | $718k | 19k | 37.60 |
| 2025-03-31 | $565k | 17k | 33.98 |
| 2024-12-31 | $439k | 12k | 35.76 |
| 2024-09-30 | $401k | 11k | 35.24 |
| 2024-06-30 | $284k | 8.5k | 33.34 |
| 2024-03-31 | $209k | 6.5k | 32.27 |