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STERLING INVESTMENT ADVISORS LLC /ADV: IVW position timeline

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

STERLING INVESTMENT ADVISORS LLC /ADV held 8,550 IVW 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 8,550 shares
    Change vs previous 13F -969 shares

    0.53% of the 13F portfolio, value $1,175,963.

    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 9,519 shares
    Change vs previous 13F +329 shares

    0.52% of the 13F portfolio, value $1,076,712.

    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 9,190 shares
    Change vs previous 13F -414 shares

    0.55% of the 13F portfolio, value $1,132,811.

    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 9,604 shares
    Change vs previous 13F +3,525 shares

    0.57% of the 13F portfolio, value $1,159,431.

    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 6,079 shares
    Change vs previous 13F -4,117 shares

    0.87% of the 13F portfolio, value $1,662,088.

    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 10,196 shares
    Change vs previous 13F +77 shares

    0.53% of the 13F portfolio, value $946,508.

    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 10,119 shares
    Change vs previous 13F -892 shares

    0.6% of the 13F portfolio, value $1,027,426.

    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 11,011 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,054,362.

    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).