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SIGMA INVESTMENT COUNSELORS INC: IBDS position timeline

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

SIGMA INVESTMENT COUNSELORS INC held 1,331,503 IBDS 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 1,331,503 shares
    Change vs previous 13F +35,737 shares

    1.57% of the 13F portfolio, value $32,248,999.

    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 1,295,766 shares
    Change vs previous 13F +18,575 shares

    1.66% of the 13F portfolio, value $31,409,359.

    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 1,277,191 shares
    Change vs previous 13F +47,992 shares

    1.58% of the 13F portfolio, value $31,010,194.

    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 1,229,199 shares
    Change vs previous 13F +56,086 shares

    1.55% of the 13F portfolio, value $29,918,712.

    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 1,173,113 shares
    Change vs previous 13F +43,148 shares

    1.57% of the 13F portfolio, value $28,471,450.

    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 1,129,965 shares
    Change vs previous 13F +30,872 shares

    1.67% of the 13F portfolio, value $27,322,550.

    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 1,099,093 shares
    Change vs previous 13F +49,596 shares

    1.55% of the 13F portfolio, value $26,334,260.

    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 1,049,497 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $25,576,252.

    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).