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SIGMA INVESTMENT COUNSELORS INC: ITOT position timeline

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

SIGMA INVESTMENT COUNSELORS INC held 29,213 ITOT 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 29,213 shares
    Change vs previous 13F +43 shares

    0.23% of the 13F portfolio, value $4,798,872.

    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 29,170 shares
    Change vs previous 13F -8,322 shares

    0.22% of the 13F portfolio, value $4,154,656.

    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 37,492 shares
    Change vs previous 13F +442 shares

    0.28% of the 13F portfolio, value $5,574,648.

    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 37,050 shares
    Change vs previous 13F +467 shares

    0.28% of the 13F portfolio, value $5,396,393.

    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 36,583 shares
    Change vs previous 13F +7,903 shares

    0.27% of the 13F portfolio, value $4,940,228.

    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 28,680 shares
    Change vs previous 13F -2,760 shares

    0.21% of the 13F portfolio, value $3,499,188.

    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 31,440 shares
    Change vs previous 13F -140 shares

    0.24% of the 13F portfolio, value $4,043,759.

    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 31,580 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,967,133.

    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).