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STERLING INVESTMENT ADVISORS LLC /ADV: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STERLING INVESTMENT ADVISORS LLC /ADV on IJR, newest first. How the timeline and the estimate are built.

STERLING INVESTMENT ADVISORS LLC /ADV held 37,238 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,238 shares
    Change vs previous 13F -173 shares

    2.48% of the 13F portfolio, value $5,522,916.

    13F-HR 0001009198-26-000005 filed by STERLING INVESTMENT ADVISORS LLC /ADV
    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 37,411 shares
    Change vs previous 13F -157 shares

    2.23% of the 13F portfolio, value $4,650,609.

    13F-HR 0001009198-26-000003 filed by STERLING INVESTMENT ADVISORS LLC /ADV
    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 37,568 shares
    Change vs previous 13F -450 shares

    2.19% of the 13F portfolio, value $4,514,997.

    13F-HR 0001009198-26-000001 filed by STERLING INVESTMENT ADVISORS LLC /ADV
    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 38,018 shares
    Change vs previous 13F -4,923 shares

    2.24% of the 13F portfolio, value $4,517,679.

    13F-HR 0001009198-25-000004 filed by STERLING INVESTMENT ADVISORS LLC /ADV
    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 42,941 shares
    Change vs previous 13F +8,147 shares

    1.99% of the 13F portfolio, value $3,830,306.

    13F-HR 0001085146-25-003720 filed by STERLING INVESTMENT ADVISORS LLC /ADV
    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 34,794 shares
    Change vs previous 13F +1,109 shares

    2.05% of the 13F portfolio, value $3,638,504.

    13F-HR 0001085146-25-002321 filed by STERLING INVESTMENT ADVISORS LLC /ADV
    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 33,685 shares
    Change vs previous 13F -1,095 shares

    2.27% of the 13F portfolio, value $3,881,263.

    13F-HR 0001085146-25-000183 filed by STERLING INVESTMENT ADVISORS LLC /ADV
    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 34,780 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $4,067,984.

    13F-HR 0001085146-24-005024 filed by STERLING INVESTMENT ADVISORS LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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