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Sterling Investment Advisors, Ltd.: JEPQ position timeline

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

Sterling Investment Advisors, Ltd. held 23,001 JEPQ 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 23,001 shares
    Change vs previous 13F +2,045 shares

    0.24% of the 13F portfolio, value $1,413,617.

    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 20,956 shares
    Change vs previous 13F -653 shares

    0.21% of the 13F portfolio, value $1,163,498.

    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 21,609 shares
    Change vs previous 13F +8 shares

    0.23% of the 13F portfolio, value $1,255,929.

    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 21,601 shares
    Change vs previous 13F -1,393 shares

    0.24% of the 13F portfolio, value $1,242,483.

    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 22,994 shares
    Change vs previous 13F +3,128 shares

    0.27% of the 13F portfolio, value $1,250,856.

    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 19,866 shares
    Change vs previous 13F +13,595 shares

    0.25% of the 13F portfolio, value $1,028,676.

    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 6,271 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $353,564.

    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).