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Disclosery

Sterling Investment Counsel, LLC: ITOT position timeline

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

Sterling Investment Counsel, LLC held 1,586 ITOT 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 1,586 shares
    Change vs previous 13F +56 shares

    0.06% of the 13F portfolio, value $260,503.

    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 1,530 shares
    Change vs previous 13F -233 shares

    0.06% of the 13F portfolio, value $217,885.

    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 1,763 shares
    Change vs previous 13F +268 shares

    0.08% of the 13F portfolio, value $262,083.

    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 1,495 shares
    Change vs previous 13F +1,495 shares

    0.07% of the 13F portfolio, value $217,676.

    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 0 shares
    Change vs previous 13F -1,802 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 1,802 shares
    Change vs previous 13F +1,802 shares

    0.08% of the 13F portfolio, value $219,857.

    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 0 shares
    Change vs previous 13F -1,749 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 1,749 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $219,734.

    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).