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Sterling Investment Advisors, Ltd.: MUB position timeline

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

Sterling Investment Advisors, Ltd. held 62,389 MUB 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 62,389 shares
    Change vs previous 13F +11,800 shares

    1.12% of the 13F portfolio, value $6,714,304.

    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 50,589 shares
    Change vs previous 13F +7,560 shares

    0.97% of the 13F portfolio, value $5,370,022.

    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 43,029 shares
    Change vs previous 13F +8,639 shares

    0.85% of the 13F portfolio, value $4,608,836.

    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 34,390 shares
    Change vs previous 13F +3,050 shares

    0.71% of the 13F portfolio, value $3,662,191.

    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 31,340 shares
    Change vs previous 13F +4,850 shares

    0.72% of the 13F portfolio, value $3,274,403.

    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 26,490 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $2,793,106.

    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 26,490 shares
    Change vs previous 13F -4,044 shares

    0.68% of the 13F portfolio, value $2,822,510.

    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 30,534 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $3,316,908.

    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).