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SIGMA INVESTMENT COUNSELORS INC: XLK position timeline

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

SIGMA INVESTMENT COUNSELORS INC held 26,050 XLK 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 26,050 shares
    Change vs previous 13F -2,031 shares

    0.24% of the 13F portfolio, value $4,963,029.

    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 28,081 shares
    Change vs previous 13F -1,440 shares

    0.2% of the 13F portfolio, value $3,731,911.

    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 29,521 shares
    Change vs previous 13F +15,934 shares

    0.22% of the 13F portfolio, value $4,250,186.

    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 13,587 shares
    Change vs previous 13F +10 shares

    0.2% of the 13F portfolio, value $3,829,582.

    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 13,577 shares
    Change vs previous 13F +925 shares

    0.19% of the 13F portfolio, value $3,438,064.

    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 12,652 shares
    Change vs previous 13F -4,219 shares

    0.16% of the 13F portfolio, value $2,612,466.

    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 16,871 shares
    Change vs previous 13F +3,986 shares

    0.23% of the 13F portfolio, value $3,922,782.

    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 12,885 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,908,978.

    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).