Skip to content
Disclosery

Sterling Investment Advisors, Ltd.: FEX position timeline

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

Sterling Investment Advisors, Ltd. held 6,314 FEX 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 6,314 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $883,161.

    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 6,314 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $769,852.

    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 6,314 shares
    Change vs previous 13F -335 shares

    0.14% of the 13F portfolio, value $748,945.

    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 6,649 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $776,742.

    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 6,649 shares
    Change vs previous 13F +15 shares

    0.16% of the 13F portfolio, value $731,124.

    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 6,634 shares
    Change vs previous 13F -200 shares

    0.16% of the 13F portfolio, value $679,720.

    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 6,834 shares
    Change vs previous 13F -200 shares

    0.17% of the 13F portfolio, value $712,754.

    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 7,034 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $732,724.

    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).