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SIGMA INVESTMENT COUNSELORS INC: IWB position timeline

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

SIGMA INVESTMENT COUNSELORS INC held 103,531 IWB 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 103,531 shares
    Change vs previous 13F -2,003 shares

    2.07% of the 13F portfolio, value $42,395,950.

    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 105,534 shares
    Change vs previous 13F -3,014 shares

    1.99% of the 13F portfolio, value $37,629,360.

    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 108,548 shares
    Change vs previous 13F -1,129 shares

    2.06% of the 13F portfolio, value $40,536,080.

    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 109,677 shares
    Change vs previous 13F -1,942 shares

    2.08% of the 13F portfolio, value $40,084,731.

    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 111,619 shares
    Change vs previous 13F +5,179 shares

    2.09% of the 13F portfolio, value $37,902,538.

    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 106,440 shares
    Change vs previous 13F -5,224 shares

    2% of the 13F portfolio, value $32,649,257.

    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 111,664 shares
    Change vs previous 13F -1,024 shares

    2.11% of the 13F portfolio, value $35,973,604.

    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 112,688 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $35,427,956.

    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).