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STERLING INVESTMENT ADVISORS LLC /ADV: IVE position timeline

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

STERLING INVESTMENT ADVISORS LLC /ADV held 22,986 IVE 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 22,986 shares
    Change vs previous 13F -525 shares

    2.34% of the 13F portfolio, value $5,219,330.

    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 23,511 shares
    Change vs previous 13F -468 shares

    2.38% of the 13F portfolio, value $4,964,502.

    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 23,979 shares
    Change vs previous 13F -1,528 shares

    2.46% of the 13F portfolio, value $5,085,272.

    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 25,507 shares
    Change vs previous 13F -1,706 shares

    2.61% of the 13F portfolio, value $5,267,599.

    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 27,213 shares
    Change vs previous 13F -161 shares

    2.77% of the 13F portfolio, value $5,313,778.

    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 27,374 shares
    Change vs previous 13F -523 shares

    2.94% of the 13F portfolio, value $5,217,080.

    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 27,897 shares
    Change vs previous 13F -1,946 shares

    3.11% of the 13F portfolio, value $5,325,058.

    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 29,843 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $5,884,269.

    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).