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Disclosery

SIGMA INVESTMENT COUNSELORS INC: SHYG position timeline

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

SIGMA INVESTMENT COUNSELORS INC held 108,428 SHYG 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 108,428 shares
    Change vs previous 13F -1,810 shares

    0.22% of the 13F portfolio, value $4,598,452.

    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 110,238 shares
    Change vs previous 13F -967 shares

    0.25% of the 13F portfolio, value $4,664,185.

    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 111,205 shares
    Change vs previous 13F -932 shares

    0.24% of the 13F portfolio, value $4,767,364.

    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 112,137 shares
    Change vs previous 13F -2,555 shares

    0.25% of the 13F portfolio, value $4,855,549.

    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 114,692 shares
    Change vs previous 13F -484 shares

    0.27% of the 13F portfolio, value $4,947,827.

    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 115,176 shares
    Change vs previous 13F -6,887 shares

    0.3% of the 13F portfolio, value $4,897,291.

    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 122,063 shares
    Change vs previous 13F -2,721 shares

    0.31% of the 13F portfolio, value $5,201,090.

    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 124,784 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,418,133.

    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).