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SIGMA INVESTMENT COUNSELORS INC: STIP position timeline

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

SIGMA INVESTMENT COUNSELORS INC held 416,939 STIP 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 416,939 shares
    Change vs previous 13F +9,614 shares

    2.08% of the 13F portfolio, value $42,594,506.

    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 407,325 shares
    Change vs previous 13F +6,862 shares

    2.23% of the 13F portfolio, value $42,129,636.

    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 400,463 shares
    Change vs previous 13F +8,097 shares

    2.08% of the 13F portfolio, value $41,003,418.

    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 392,366 shares
    Change vs previous 13F +4,535 shares

    2.1% of the 13F portfolio, value $40,554,958.

    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 387,831 shares
    Change vs previous 13F +7,373 shares

    2.2% of the 13F portfolio, value $39,911,675.

    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 380,458 shares
    Change vs previous 13F +6,031 shares

    2.41% of the 13F portfolio, value $39,366,017.

    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 374,427 shares
    Change vs previous 13F +13,645 shares

    2.21% of the 13F portfolio, value $37,667,400.

    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 360,782 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $36,554,412.

    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).