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Sigma Investment Management Co: SHV position timeline

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

Sigma Investment Management Co held 6,014 SHV 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 6,014 shares
    Change vs previous 13F -400 shares

    0.53% of the 13F portfolio, value $663,000.

    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 6,414 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $708,000.

    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 6,414 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $708,000.

    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 6,414 shares
    Change vs previous 13F +463 shares

    0.59% of the 13F portfolio, value $708,000.

    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 5,951 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $656,000.

    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 5,951 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $657,000.

    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 5,951 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $657,000.

    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 5,951 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $657,000.

    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).