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Sterling Investment Advisors, Ltd.: SPSM position timeline

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

Sterling Investment Advisors, Ltd. held 79,744 SPSM 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 79,744 shares
    Change vs previous 13F -666 shares

    1.98% of the 13F portfolio, value $11,826,903.

    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 80,410 shares
    Change vs previous 13F -1,295 shares

    1.81% of the 13F portfolio, value $9,995,826.

    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 81,705 shares
    Change vs previous 13F +452 shares

    1.81% of the 13F portfolio, value $9,819,297.

    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 81,253 shares
    Change vs previous 13F +219 shares

    1.88% of the 13F portfolio, value $9,655,319.

    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 81,034 shares
    Change vs previous 13F +1,610 shares

    1.94% of the 13F portfolio, value $8,856,191.

    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 79,424 shares
    Change vs previous 13F +4,784 shares

    1.99% of the 13F portfolio, value $8,305,320.

    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 74,640 shares
    Change vs previous 13F +661 shares

    2.09% of the 13F portfolio, value $8,600,058.

    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 73,979 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $8,652,608.

    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).