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Sterling Investment Advisors, Ltd.: JCPB position timeline

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

Sterling Investment Advisors, Ltd. held 27,695 JCPB 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 27,695 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,300,003.

    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 27,695 shares
    Change vs previous 13F +675 shares

    0.24% of the 13F portfolio, value $1,303,881.

    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 27,020 shares
    Change vs previous 13F +2,000 shares

    0.24% of the 13F portfolio, value $1,279,397.

    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 25,020 shares
    Change vs previous 13F +900 shares

    0.23% of the 13F portfolio, value $1,189,701.

    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 24,120 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,135,087.

    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 24,120 shares
    Change vs previous 13F +2,900 shares

    0.27% of the 13F portfolio, value $1,134,605.

    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 21,220 shares
    Change vs previous 13F +8,595 shares

    0.24% of the 13F portfolio, value $977,605.

    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 12,625 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $609,030.

    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).