STERLING INVESTMENT ADVISORS LLC /ADV: HDV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STERLING INVESTMENT ADVISORS LLC /ADV on HDV, newest first. How the timeline and the estimate are built.
STERLING INVESTMENT ADVISORS LLC /ADV held 11,861 HDV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 11,861 sharesChange vs previous 13F +9,489 shares
0.15% of the 13F portfolio, value $325,129.
13F-HR 0001009198-26-000005 filed by STERLING INVESTMENT ADVISORS LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,372 sharesChange vs previous 13F +7 shares
0.15% of the 13F portfolio, value $321,967.
13F-HR 0001009198-26-000003 filed by STERLING INVESTMENT ADVISORS LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,365 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $287,608.
13F-HR 0001009198-26-000001 filed by STERLING INVESTMENT ADVISORS LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,365 sharesChange vs previous 13F -4,176 shares
0.14% of the 13F portfolio, value $289,594.
13F-HR 0001009198-25-000004 filed by STERLING INVESTMENT ADVISORS LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,541 sharesChange vs previous 13F +4,176 shares
0.19% of the 13F portfolio, value $373,411.
13F-HR 0001085146-25-003720 filed by STERLING INVESTMENT ADVISORS LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,365 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $286,449.
13F-HR 0001085146-25-002321 filed by STERLING INVESTMENT ADVISORS LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,365 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $265,495.
13F-HR 0001085146-25-000183 filed by STERLING INVESTMENT ADVISORS LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,365 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $278,171.
13F-HR 0001085146-24-005024 filed by STERLING INVESTMENT ADVISORS LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).