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STERLING INVESTMENT ADVISORS LLC /ADV: IVV position timeline

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

STERLING INVESTMENT ADVISORS LLC /ADV held 38,431 IVV 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 38,431 shares
    Change vs previous 13F -406 shares

    12.93% of the 13F portfolio, value $28,781,242.

    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 38,837 shares
    Change vs previous 13F +947 shares

    12.17% of the 13F portfolio, value $25,369,167.

    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 37,890 shares
    Change vs previous 13F +263 shares

    12.56% of the 13F portfolio, value $25,952,773.

    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 37,627 shares
    Change vs previous 13F -2,404 shares

    12.47% of the 13F portfolio, value $25,183,898.

    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 40,031 shares
    Change vs previous 13F +793 shares

    12.92% of the 13F portfolio, value $24,818,503.

    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 39,238 shares
    Change vs previous 13F +942 shares

    12.41% of the 13F portfolio, value $22,048,246.

    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 38,296 shares
    Change vs previous 13F -2,735 shares

    13.17% of the 13F portfolio, value $22,544,322.

    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 41,031 shares
    Change vs previous 13F not available

    13.31% of the 13F portfolio, value $23,668,046.

    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).