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Sterling Investment Advisors, Ltd.: SHOP position timeline

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

Sterling Investment Advisors, Ltd. held 26,017 SHOP 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 26,017 shares
    Change vs previous 13F -1,825 shares

    0.5% of the 13F portfolio, value $2,970,621.

    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 27,842 shares
    Change vs previous 13F -1,200 shares

    0.6% of the 13F portfolio, value $3,302,618.

    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 29,042 shares
    Change vs previous 13F -3,642 shares

    0.86% of the 13F portfolio, value $4,674,891.

    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 32,684 shares
    Change vs previous 13F +124 shares

    0.95% of the 13F portfolio, value $4,857,169.

    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 32,560 shares
    Change vs previous 13F +20 shares

    0.82% of the 13F portfolio, value $3,755,796.

    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 32,540 shares
    Change vs previous 13F -1,090 shares

    0.75% of the 13F portfolio, value $3,106,919.

    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 33,630 shares
    Change vs previous 13F -1,266 shares

    0.87% of the 13F portfolio, value $3,575,878.

    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 34,896 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,796,565.

    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).