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SIGMA INVESTMENT COUNSELORS INC: IBDZ position timeline

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

SIGMA INVESTMENT COUNSELORS INC held 1,304,097 IBDZ 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 1,304,097 shares
    Change vs previous 13F +222,112 shares

    1.66% of the 13F portfolio, value $33,971,724.

    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 1,081,985 shares
    Change vs previous 13F +428,097 shares

    1.49% of the 13F portfolio, value $28,196,530.

    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 653,888 shares
    Change vs previous 13F +632,678 shares

    0.88% of the 13F portfolio, value $17,243,027.

    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 21,210 shares
    Change vs previous 13F +2,366 shares

    0.03% of the 13F portfolio, value $561,429.

    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 18,844 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $492,394.

    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).