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Sigma Investment Management Co: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sigma Investment Management Co on IWV, newest first. How the timeline and the estimate are built.

Sigma Investment Management Co held 154,223 IWV shares at 2018-12-31 per its 13F-HR filed 2019-02-07.

the latest 13F is the newest step

  1. period ended2018-12-31
    13F 154,223 shares
    Change vs previous 13F +4,302 shares

    18.09% of the 13F portfolio, value $22,658,000.

    13F-HR 0001532618-19-000011 filed by Sigma Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2018-09-30
    13F 149,921 shares
    Change vs previous 13F -4,936 shares

    21.02% of the 13F portfolio, value $25,831,000.

    13F-HR 0001532618-18-000006 filed by Sigma Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2018-06-30
    13F 154,857 shares
    Change vs previous 13F -3,189 shares

    20.84% of the 13F portfolio, value $25,132,000.

    13F-HR 0001532618-18-000005 filed by Sigma Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2018-03-31
    13F 158,046 shares
    Change vs previous 13F -5,632 shares

    20.75% of the 13F portfolio, value $24,709,000.

    13F-HR 0001532618-18-000003 filed by Sigma Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2017-12-31
    13F 163,678 shares
    Change vs previous 13F -4,097 shares

    21.35% of the 13F portfolio, value $25,889,000.

    13F-HR 0001532618-18-000002 filed by Sigma Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2017-09-30
    13F 167,775 shares
    Change vs previous 13F -5,222 shares

    21.37% of the 13F portfolio, value $25,045,000.

    13F-HR 0001532618-17-000007 filed by Sigma Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2017-06-30
    13F 172,997 shares
    Change vs previous 13F -3,644 shares

    21.46% of the 13F portfolio, value $24,915,000.

    13F-HR 0001532618-17-000005 filed by Sigma Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2017-03-31
    13F 176,641 shares
    Change vs previous 13F not available

    21.91% of the 13F portfolio, value $24,712,000.

    13F-HR 0001532618-17-000004 filed by Sigma Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).