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SIGMA INVESTMENT COUNSELORS INC: XLF position timeline

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

SIGMA INVESTMENT COUNSELORS INC held 28,221 XLF 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 28,221 shares
    Change vs previous 13F -8,571 shares

    0.07% of the 13F portfolio, value $1,512,908.

    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 36,792 shares
    Change vs previous 13F +5,229 shares

    0.1% of the 13F portfolio, value $1,816,403.

    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 31,563 shares
    Change vs previous 13F -681 shares

    0.09% of the 13F portfolio, value $1,728,686.

    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 32,244 shares
    Change vs previous 13F -940 shares

    0.09% of the 13F portfolio, value $1,736,971.

    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 33,184 shares
    Change vs previous 13F -4,225 shares

    0.1% of the 13F portfolio, value $1,737,830.

    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 37,409 shares
    Change vs previous 13F -1,679 shares

    0.11% of the 13F portfolio, value $1,863,324.

    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 39,088 shares
    Change vs previous 13F +104 shares

    0.11% of the 13F portfolio, value $1,889,105.

    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 38,984 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,766,738.

    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).