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Sterling Investment Advisors, Ltd.: IBDW position timeline

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

Sterling Investment Advisors, Ltd. held 19,385 IBDW 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 19,385 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $403,983.

    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 19,385 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $405,728.

    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 19,385 shares
    Change vs previous 13F +3,900 shares

    0.08% of the 13F portfolio, value $409,993.

    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 15,485 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $328,592.

    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).