Skip to content
Disclosery

SIGMA INVESTMENT COUNSELORS INC: SCHB position timeline

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

SIGMA INVESTMENT COUNSELORS INC held 76,114 SCHB 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 76,114 shares
    Change vs previous 13F +1,139 shares

    0.11% of the 13F portfolio, value $2,204,276.

    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 74,975 shares
    Change vs previous 13F -65,183 shares

    0.1% of the 13F portfolio, value $1,881,881.

    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 140,158 shares
    Change vs previous 13F -7,890 shares

    0.19% of the 13F portfolio, value $3,676,335.

    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 148,048 shares
    Change vs previous 13F +3,291 shares

    0.2% of the 13F portfolio, value $3,806,302.

    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 144,757 shares
    Change vs previous 13F +66,702 shares

    0.19% of the 13F portfolio, value $3,449,565.

    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 78,055 shares
    Change vs previous 13F -48,046 shares

    0.1% of the 13F portfolio, value $1,680,527.

    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 126,101 shares
    Change vs previous 13F +83,549 shares

    0.17% of the 13F portfolio, value $2,862,488.

    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 42,552 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,830,538.

    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).