Plante Moran Financial Advisors, LLC SNGX β€” SOLIGENIX INC COM NEW

Ownership history in Plante Moran Financial Advisors, LLC  Β·  8 quarters on record

AI Ownership Summary

Plante Moran Financial Advisors, LLC reported SOLIGENIX INC COM NEW (SNGX) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. The latest visible filing shows SNGX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SNGX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Plante Moran Financial Advisors, LLC's position in SOLIGENIX INC COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SNGX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Plante Moran Financial Advisors, LLC held SNGX β€” position size vs. price
% of Fund (quarterly)    SNGX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 209 β€” 0% 0.00% $247 2026-05-05 $0.32
2025 Q4 UNCHANGED β€” β€” β€” 209 β€” 0% 0.00% $280 2026-02-05 $1.04
2025 Q3 REDUCED 30.3% +21.6% ❌ 209 -91 -30.3% 0.00% $242 2025-11-05 $1.38
2025 Q2 UNCHANGED β€” β€” β€” 300 β€” 0% 0.00% $393 2025-08-05 $2.98
2025 Q1 UNCHANGED β€” β€” β€” 300 β€” 0% 0.00% $645 2025-05-08 $1.97
2024 Q4 UNCHANGED β€” β€” β€” 300 β€” 0% 0.00% $809 2025-02-05 $2.31
2024 Q3 UNCHANGED β€” β€” β€” 300 β€” 0% 0.00% $1K 2024-10-30 $3.73
2024 Q2 INITIATED β€” β€” β€” 300 β€” β€” 0.00% $774 2024-08-12 $3.09

🏒 Other funds also holding SNGX

As of 2026 Q2 β€” sorted by position size

ALBION FINANCIAL GROUP /UT 3Y 7Y 0.0% SBI Securities Co., Ltd. 0.0%

FAQ About Plante Moran Financial Advisors, LLC and SNGX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Plante Moran Financial Advisors, LLC reported owning SNGX?

Plante Moran Financial Advisors, LLC reported SNGX across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported SNGX position in Plante Moran Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for SNGX was 0.00% in 2024 Q3.

What is the latest reported SNGX position on this page?

The most recent filing on this page is 2026 Q1, when Plante Moran Financial Advisors, LLC reported 209 shares, equal to 0.00% of portfolio, with an estimated market value of $247.

What does the chart on this SNGX ownership page compare?

The chart compares Plante Moran Financial Advisors, LLC's quarterly SNGX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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