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SIGMA INVESTMENT COUNSELORS INC: IBDT position timeline

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

SIGMA INVESTMENT COUNSELORS INC held 1,336,901 IBDT 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 1,336,901 shares
    Change vs previous 13F +58,562 shares

    1.65% of the 13F portfolio, value $33,756,747.

    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 1,278,339 shares
    Change vs previous 13F +29,336 shares

    1.71% of the 13F portfolio, value $32,380,330.

    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 1,249,003 shares
    Change vs previous 13F +55,529 shares

    1.62% of the 13F portfolio, value $31,793,363.

    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 1,193,474 shares
    Change vs previous 13F +38,885 shares

    1.58% of the 13F portfolio, value $30,457,447.

    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 1,154,589 shares
    Change vs previous 13F +27,853 shares

    1.62% of the 13F portfolio, value $29,349,663.

    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 1,126,736 shares
    Change vs previous 13F +16,011 shares

    1.74% of the 13F portfolio, value $28,461,359.

    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 1,110,725 shares
    Change vs previous 13F +48,159 shares

    1.62% of the 13F portfolio, value $27,657,041.

    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 1,062,566 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $27,127,307.

    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).