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SIGMA INVESTMENT COUNSELORS INC: IBDV position timeline

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

SIGMA INVESTMENT COUNSELORS INC held 1,661,062 IBDV 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 1,661,062 shares
    Change vs previous 13F +17,279 shares

    1.76% of the 13F portfolio, value $36,211,158.

    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 1,643,783 shares
    Change vs previous 13F +19,465 shares

    1.9% of the 13F portfolio, value $35,982,400.

    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 1,624,318 shares
    Change vs previous 13F -9,579 shares

    1.82% of the 13F portfolio, value $35,848,689.

    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 1,633,897 shares
    Change vs previous 13F +68,604 shares

    1.88% of the 13F portfolio, value $36,190,813.

    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 1,565,293 shares
    Change vs previous 13F +40,463 shares

    1.89% of the 13F portfolio, value $34,405,145.

    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 1,524,830 shares
    Change vs previous 13F +64,650 shares

    2.03% of the 13F portfolio, value $33,119,303.

    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 1,460,180 shares
    Change vs previous 13F +95,813 shares

    1.83% of the 13F portfolio, value $31,189,446.

    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 1,364,367 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $30,248,028.

    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).