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SIGMA INVESTMENT COUNSELORS INC: IJR position timeline

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

SIGMA INVESTMENT COUNSELORS INC held 538,823 IJR 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 538,823 shares
    Change vs previous 13F -18,090 shares

    3.89% of the 13F portfolio, value $79,912,837.

    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 556,913 shares
    Change vs previous 13F -19,143 shares

    3.66% of the 13F portfolio, value $69,229,861.

    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 576,056 shares
    Change vs previous 13F -8,379 shares

    3.52% of the 13F portfolio, value $69,230,430.

    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 584,435 shares
    Change vs previous 13F -6,382 shares

    3.6% of the 13F portfolio, value $69,448,424.

    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 590,817 shares
    Change vs previous 13F +17,823 shares

    3.55% of the 13F portfolio, value $64,570,409.

    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 572,994 shares
    Change vs previous 13F -21,876 shares

    3.66% of the 13F portfolio, value $59,917,976.

    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 594,870 shares
    Change vs previous 13F -2,253 shares

    4.02% of the 13F portfolio, value $68,540,883.

    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 597,123 shares
    Change vs previous 13F not available

    4.1% of the 13F portfolio, value $69,839,547.

    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).