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Sterling Investment Counsel, LLC: IJR position timeline

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

Sterling Investment Counsel, LLC held 69,218 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,218 shares
    Change vs previous 13F +931 shares

    2.42% of the 13F portfolio, value $10,265,782.

    13F-HR 0002085853-26-000775 filed by Sterling Investment Counsel, LLC
    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 68,287 shares
    Change vs previous 13F +2,887 shares

    2.38% of the 13F portfolio, value $8,488,728.

    13F-HR 0002085853-26-000392 filed by Sterling Investment Counsel, LLC
    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 65,400 shares
    Change vs previous 13F +975 shares

    2.25% of the 13F portfolio, value $7,859,743.

    13F-HR 0002085853-26-000096 filed by Sterling Investment Counsel, LLC
    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 64,425 shares
    Change vs previous 13F +22,296 shares

    2.45% of the 13F portfolio, value $7,655,569.

    13F-HR 0002085853-25-000122 filed by Sterling Investment Counsel, LLC
    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 42,129 shares
    Change vs previous 13F -17,912 shares

    2.7% of the 13F portfolio, value $4,604,312.

    13F-HR 0001667731-25-000899 filed by Sterling Investment Counsel, LLC
    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 60,041 shares
    Change vs previous 13F +21,101 shares

    2.15% of the 13F portfolio, value $6,278,488.

    13F-HR 0001667731-25-000464 filed by Sterling Investment Counsel, LLC
    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 38,940 shares
    Change vs previous 13F -5 shares

    2.97% of the 13F portfolio, value $4,486,646.

    13F-HR 0001667731-25-000082 filed by Sterling Investment Counsel, LLC
    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 38,945 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $4,555,063.

    13F-HR 0001925853-24-000004 filed by Sterling Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).