Sigma Planning Corp UNG — UNITED STS NAT GAS FD LP

Ownership history in Sigma Planning Corp  ·  13 quarters on record

AI Ownership Summary

Sigma Planning Corp reported UNITED STS NAT GAS FD LP (UNG) in 13 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows UNG 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sigma Planning Corp's position in UNITED STS NAT GAS FD LP, 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 Q3

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

High-water mark
Peak Conviction
0.01% 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 Q3 to 2026 Q3

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 Sigma Planning Corp held UNG — position size vs. price
% of Fund (quarterly)    UNG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 17,876 +2,642 +17.3% 0.00% $185K 2026-10-23 $9.58
2026 Q2 ADDED — — — 15,234 +1,592 +11.7% 0.00% $179K 2026-08-07 $9.74
2026 Q1 ADDED — — — 13,642 +1,716 +14.4% 0.00% $160K 2026-05-04 $10.95
2025 Q4 REDUCED 15.1% -4.3% ✅ 11,926 -2,123 -15.1% 0.00% $146K 2026-01-30 $16.90
2024 Q4 REDUCED 27.9% +28.6% ❌ 14,049 -5,424 -27.9% 0.01% $236K 2025-02-03 $17.64
2024 Q3 ADDED — — — 19,473 +8,056 +70.6% 0.01% $318K 2024-11-04 $13.06
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sigma Planning Corp and UNG

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

How long has Sigma Planning Corp reported owning UNG?

Sigma Planning Corp reported UNG across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported UNG position in Sigma Planning Corp's portfolio?

The largest reported portfolio weight for UNG was 0.01% in 2024 Q3.

What is the latest reported UNG position on this page?

The most recent filing on this page is 2026 Q3, when Sigma Planning Corp reported 17,876 shares, equal to 0.00% of portfolio, with an estimated market value of $185K.

What does the chart on this UNG ownership page compare?

The chart compares Sigma Planning Corp's quarterly UNG 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.

How well did Sigma Planning Corp time their UNG position?

Based on 13F filing dates vs. subsequent UNG price moves, Sigma Planning Corp correctly timed 10 out of 12 reported position changes (83%). The annualised alpha on UNG relative to SPY over the holding period was -59.0%.

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