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Disclosery

Sterling Investment Advisors, Ltd.: IBDZ position timeline

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

Sterling Investment Advisors, Ltd. held 13,725 IBDZ 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 13,725 shares
    Change vs previous 13F +3,610 shares

    0.06% of the 13F portfolio, value $357,536.

    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 10,115 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $263,597.

    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 10,115 shares
    Change vs previous 13F +1,490 shares

    0.05% of the 13F portfolio, value $266,733.

    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 8,625 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $228,304.

    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).