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Sterling Investment Advisors, Ltd.: UTG position timeline

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

Sterling Investment Advisors, Ltd. held 189,654 UTG 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 189,654 shares
    Change vs previous 13F -2,770 shares

    1.29% of the 13F portfolio, value $7,722,709.

    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 192,424 shares
    Change vs previous 13F +3,096 shares

    1.37% of the 13F portfolio, value $7,558,417.

    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 189,328 shares
    Change vs previous 13F -1,527 shares

    1.28% of the 13F portfolio, value $6,925,610.

    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 190,855 shares
    Change vs previous 13F -1,504 shares

    1.47% of the 13F portfolio, value $7,561,689.

    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 192,359 shares
    Change vs previous 13F +7,178 shares

    1.53% of the 13F portfolio, value $6,959,564.

    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 185,181 shares
    Change vs previous 13F +6,443 shares

    1.45% of the 13F portfolio, value $6,025,799.

    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 178,738 shares
    Change vs previous 13F +4,077 shares

    1.37% of the 13F portfolio, value $5,664,210.

    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 174,661 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $5,730,627.

    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).