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Sterling Investment Advisors, Ltd.: MUNI position timeline

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

Sterling Investment Advisors, Ltd. held 65,700 MUNI 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 65,700 shares
    Change vs previous 13F +20,000 shares

    0.58% of the 13F portfolio, value $3,455,820.

    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 45,700 shares
    Change vs previous 13F +9,500 shares

    0.43% of the 13F portfolio, value $2,385,083.

    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 36,200 shares
    Change vs previous 13F +15,825 shares

    0.35% of the 13F portfolio, value $1,897,242.

    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 20,375 shares
    Change vs previous 13F -1,600 shares

    0.21% of the 13F portfolio, value $1,065,205.

    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 21,975 shares
    Change vs previous 13F +4,300 shares

    0.25% of the 13F portfolio, value $1,128,636.

    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 17,675 shares
    Change vs previous 13F +4,775 shares

    0.22% of the 13F portfolio, value $911,146.

    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 12,900 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $667,317.

    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).