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SIGMA INVESTMENT COUNSELORS INC: IBDU position timeline

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

SIGMA INVESTMENT COUNSELORS INC held 1,561,416 IBDU 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 1,561,416 shares
    Change vs previous 13F +18,229 shares

    1.76% of the 13F portfolio, value $36,162,401.

    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 1,543,187 shares
    Change vs previous 13F +28,455 shares

    1.9% of the 13F portfolio, value $35,894,541.

    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 1,514,732 shares
    Change vs previous 13F +29,506 shares

    1.8% of the 13F portfolio, value $35,452,298.

    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 1,485,226 shares
    Change vs previous 13F +42,987 shares

    1.81% of the 13F portfolio, value $34,858,266.

    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 1,442,239 shares
    Change vs previous 13F +5,463 shares

    1.85% of the 13F portfolio, value $33,647,448.

    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 1,436,776 shares
    Change vs previous 13F -13,927 shares

    2.03% of the 13F portfolio, value $33,232,620.

    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 1,450,703 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $33,076,033.

    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).