Skip to content
Disclosery

Sterling Investment Advisors, Ltd.: TFC position timeline

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

Sterling Investment Advisors, Ltd. held 84,841 TFC 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 84,841 shares
    Change vs previous 13F -5,515 shares

    0.71% of the 13F portfolio, value $4,226,798.

    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 90,356 shares
    Change vs previous 13F -2,440 shares

    0.75% of the 13F portfolio, value $4,153,675.

    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 92,796 shares
    Change vs previous 13F +10 shares

    0.84% of the 13F portfolio, value $4,566,516.

    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 92,786 shares
    Change vs previous 13F -3,540 shares

    0.83% of the 13F portfolio, value $4,242,192.

    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 96,326 shares
    Change vs previous 13F -4,983 shares

    0.91% of the 13F portfolio, value $4,141,060.

    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 101,309 shares
    Change vs previous 13F -3,655 shares

    1% of the 13F portfolio, value $4,168,874.

    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 104,964 shares
    Change vs previous 13F -6,116 shares

    1.1% of the 13F portfolio, value $4,553,353.

    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 111,080 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $4,750,880.

    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).