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Sterling Investment Advisors, Ltd.: HRTS position timeline

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

Sterling Investment Advisors, Ltd. held 124,360 HRTS 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 124,360 shares
    Change vs previous 13F -6,800 shares

    0.75% of the 13F portfolio, value $4,511,060.

    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 131,160 shares
    Change vs previous 13F -3,400 shares

    0.8% of the 13F portfolio, value $4,418,085.

    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 134,560 shares
    Change vs previous 13F -5,780 shares

    0.87% of the 13F portfolio, value $4,748,501.

    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 140,340 shares
    Change vs previous 13F -33,938 shares

    0.85% of the 13F portfolio, value $4,342,821.

    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 174,278 shares
    Change vs previous 13F -4,325 shares

    1.09% of the 13F portfolio, value $4,980,879.

    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 178,603 shares
    Change vs previous 13F +10,900 shares

    1.26% of the 13F portfolio, value $5,238,440.

    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 167,703 shares
    Change vs previous 13F +9,008 shares

    1.17% of the 13F portfolio, value $4,841,600.

    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 158,695 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $5,332,152.

    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).