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SIGMA INVESTMENT COUNSELORS INC: GBDC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIGMA INVESTMENT COUNSELORS INC on GBDC, newest first. How the timeline and the estimate are built.

SIGMA INVESTMENT COUNSELORS INC held 922,439 GBDC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 922,439 shares
    Change vs previous 13F -13,934 shares

    0.58% of the 13F portfolio, value $11,881,017.

    13F-HR 0001085163-26-000003 filed by SIGMA INVESTMENT COUNSELORS INC
    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 936,373 shares
    Change vs previous 13F +47,189 shares

    0.63% of the 13F portfolio, value $11,854,478.

    13F-HR 0001085163-26-000002 filed by SIGMA INVESTMENT COUNSELORS INC
    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 889,184 shares
    Change vs previous 13F +34,904 shares

    0.61% of the 13F portfolio, value $12,066,228.

    13F-HR 0001085163-26-000001 filed by SIGMA INVESTMENT COUNSELORS INC
    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 854,280 shares
    Change vs previous 13F +53,365 shares

    0.61% of the 13F portfolio, value $11,695,093.

    13F-HR 0001085163-25-000002 filed by SIGMA INVESTMENT COUNSELORS INC
    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 800,915 shares
    Change vs previous 13F +78,647 shares

    0.65% of the 13F portfolio, value $11,733,408.

    13F-HR 0001085146-25-004267 filed by SIGMA INVESTMENT COUNSELORS INC
    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 722,268 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $10,935,137.

    13F-HR 0001085146-25-002459 filed by SIGMA INVESTMENT COUNSELORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).