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Disclosery

Sterling Investment Counsel, LLC: IUSG position timeline

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

Sterling Investment Counsel, LLC held 11,129 IUSG 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 11,129 shares
    Change vs previous 13F -1,481 shares

    0.49% of the 13F portfolio, value $2,093,254.

    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 12,610 shares
    Change vs previous 13F -2,563 shares

    0.55% of the 13F portfolio, value $1,955,970.

    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 15,173 shares
    Change vs previous 13F -417 shares

    0.73% of the 13F portfolio, value $2,548,162.

    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 15,590 shares
    Change vs previous 13F +3,813 shares

    0.82% of the 13F portfolio, value $2,565,208.

    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 11,777 shares
    Change vs previous 13F -3,672 shares

    1.04% of the 13F portfolio, value $1,771,326.

    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 15,449 shares
    Change vs previous 13F +3,196 shares

    0.67% of the 13F portfolio, value $1,963,259.

    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 12,253 shares
    Change vs previous 13F -3,676 shares

    1.13% of the 13F portfolio, value $1,707,448.

    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 15,929 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,101,169.

    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).