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SIGMA INVESTMENT COUNSELORS INC: IBDR position timeline

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

SIGMA INVESTMENT COUNSELORS INC held 1,146,679 IBDR 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 1,146,679 shares
    Change vs previous 13F -10,339 shares

    1.35% of the 13F portfolio, value $27,784,038.

    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 1,157,018 shares
    Change vs previous 13F -47,916 shares

    1.48% of the 13F portfolio, value $28,046,119.

    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 1,204,934 shares
    Change vs previous 13F +29,008 shares

    1.48% of the 13F portfolio, value $29,195,542.

    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 1,175,926 shares
    Change vs previous 13F +46,264 shares

    1.48% of the 13F portfolio, value $28,575,012.

    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 1,129,662 shares
    Change vs previous 13F +31,247 shares

    1.51% of the 13F portfolio, value $27,394,304.

    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 1,098,415 shares
    Change vs previous 13F +25,418 shares

    1.63% of the 13F portfolio, value $26,592,619.

    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).

  7. period ended2024-12-31
    13F 1,072,997 shares
    Change vs previous 13F +33,535 shares

    1.52% of the 13F portfolio, value $25,827,037.

    13F-HR 0001085146-25-000734 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).

  8. period ended2024-09-30
    13F 1,039,462 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $25,258,923.

    13F-HR 0001085146-24-005088 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).