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SIGMA INVESTMENT COUNSELORS INC: IBDW position timeline

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

SIGMA INVESTMENT COUNSELORS INC held 1,899,841 IBDW 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 1,899,841 shares
    Change vs previous 13F +83,829 shares

    1.93% of the 13F portfolio, value $39,592,686.

    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 1,816,012 shares
    Change vs previous 13F +62,327 shares

    2.01% of the 13F portfolio, value $38,009,124.

    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 1,753,685 shares
    Change vs previous 13F +63,072 shares

    1.88% of the 13F portfolio, value $37,090,443.

    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 1,690,613 shares
    Change vs previous 13F +70,971 shares

    1.86% of the 13F portfolio, value $35,874,798.

    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 1,619,642 shares
    Change vs previous 13F +45,513 shares

    1.88% of the 13F portfolio, value $34,077,278.

    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 1,574,129 shares
    Change vs previous 13F +91,020 shares

    2% of the 13F portfolio, value $32,663,170.

    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 1,483,109 shares
    Change vs previous 13F +115,082 shares

    1.77% of the 13F portfolio, value $30,181,260.

    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 1,368,027 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $29,029,542.

    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).