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Sterling Investment Advisors, Ltd.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sterling Investment Advisors, Ltd. on AAPL, newest first. How the timeline and the estimate are built.

Sterling Investment Advisors, Ltd. held 130,967 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 130,967 shares
    Change vs previous 13F -1,528 shares

    6.33% of the 13F portfolio, value $37,896,511.

    13F-HR 0001701132-26-000004 filed by Sterling Investment Advisors, Ltd.
    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 132,495 shares
    Change vs previous 13F -2,330 shares

    6.09% of the 13F portfolio, value $33,625,831.

    13F-HR 0001701132-26-000002 filed by Sterling Investment Advisors, Ltd.
    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 134,825 shares
    Change vs previous 13F -288 shares

    6.75% of the 13F portfolio, value $36,653,529.

    13F-HR 0001701132-26-000001 filed by Sterling Investment Advisors, Ltd.
    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 135,113 shares
    Change vs previous 13F +830 shares

    6.7% of the 13F portfolio, value $34,403,903.

    13F-HR 0001701132-25-000010 filed by Sterling Investment Advisors, Ltd.
    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 134,283 shares
    Change vs previous 13F +32 shares

    6.04% of the 13F portfolio, value $27,550,844.

    13F-HR 0001701132-25-000007 filed by Sterling Investment Advisors, Ltd.
    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 134,251 shares
    Change vs previous 13F -643 shares

    7.16% of the 13F portfolio, value $29,821,183.

    13F-HR 0001701132-25-000005 filed by Sterling Investment Advisors, Ltd.
    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 134,894 shares
    Change vs previous 13F -1,631 shares

    8.19% of the 13F portfolio, value $33,780,143.

    13F-HR 0001701132-25-000002 filed by Sterling Investment Advisors, Ltd.
    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 136,525 shares
    Change vs previous 13F not available

    8.06% of the 13F portfolio, value $31,810,279.

    13F-HR 0001701132-24-000007 filed by Sterling Investment Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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