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Sterling Investment Advisors, Ltd.: VPU position timeline

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

Sterling Investment Advisors, Ltd. held 18,832 VPU 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 18,832 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $3,686,014.

    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 18,832 shares
    Change vs previous 13F -150 shares

    0.68% of the 13F portfolio, value $3,731,394.

    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 18,982 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $3,512,445.

    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 18,982 shares
    Change vs previous 13F -337 shares

    0.7% of the 13F portfolio, value $3,595,391.

    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 19,319 shares
    Change vs previous 13F -456 shares

    0.75% of the 13F portfolio, value $3,410,002.

    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 19,775 shares
    Change vs previous 13F +1,870 shares

    0.81% of the 13F portfolio, value $3,377,768.

    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 17,905 shares
    Change vs previous 13F -465 shares

    0.71% of the 13F portfolio, value $2,926,035.

    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 18,370 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $3,197,299.

    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).