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SIGMA INVESTMENT COUNSELORS INC: IBDY position timeline

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

SIGMA INVESTMENT COUNSELORS INC held 1,478,526 IBDY 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 1,478,526 shares
    Change vs previous 13F +93,397 shares

    1.86% of the 13F portfolio, value $38,064,640.

    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 1,385,129 shares
    Change vs previous 13F +98,555 shares

    1.89% of the 13F portfolio, value $35,805,594.

    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 1,286,574 shares
    Change vs previous 13F +119,405 shares

    1.71% of the 13F portfolio, value $33,631,056.

    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 1,167,169 shares
    Change vs previous 13F +149,979 shares

    1.59% of the 13F portfolio, value $30,614,833.

    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 1,017,190 shares
    Change vs previous 13F +150,421 shares

    1.45% of the 13F portfolio, value $26,350,295.

    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 866,769 shares
    Change vs previous 13F +536,105 shares

    1.35% of the 13F portfolio, value $22,154,619.

    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 330,664 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $8,299,677.

    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).