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SIGMA INVESTMENT COUNSELORS INC: IVV position timeline

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

SIGMA INVESTMENT COUNSELORS INC held 530,151 IVV 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 530,151 shares
    Change vs previous 13F -56,705 shares

    19.35% of the 13F portfolio, value $397,024,482.

    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 586,856 shares
    Change vs previous 13F -15,696 shares

    20.25% of the 13F portfolio, value $383,340,365.

    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 602,552 shares
    Change vs previous 13F -53,186 shares

    20.97% of the 13F portfolio, value $412,712,306.

    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 655,738 shares
    Change vs previous 13F -1,554 shares

    22.78% of the 13F portfolio, value $438,885,146.

    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 657,292 shares
    Change vs previous 13F +15,825 shares

    22.46% of the 13F portfolio, value $408,112,836.

    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 641,467 shares
    Change vs previous 13F -17,320 shares

    22.04% of the 13F portfolio, value $360,440,269.

    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 658,787 shares
    Change vs previous 13F +4,683 shares

    22.77% of the 13F portfolio, value $387,814,783.

    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 654,104 shares
    Change vs previous 13F not available

    22.12% of the 13F portfolio, value $377,300,176.

    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).