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Disclosery

Sterling Investment Counsel, LLC: IVE position timeline

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

Sterling Investment Counsel, LLC held 9,740 IVE 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 9,740 shares
    Change vs previous 13F -71 shares

    0.52% of the 13F portfolio, value $2,211,639.

    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 9,811 shares
    Change vs previous 13F -669 shares

    0.58% of the 13F portfolio, value $2,071,662.

    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 10,480 shares
    Change vs previous 13F +4 shares

    0.64% of the 13F portfolio, value $2,222,564.

    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 10,476 shares
    Change vs previous 13F +5,424 shares

    0.69% of the 13F portfolio, value $2,163,467.

    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 5,052 shares
    Change vs previous 13F -5,511 shares

    0.58% of the 13F portfolio, value $987,326.

    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 10,563 shares
    Change vs previous 13F +5,484 shares

    0.69% of the 13F portfolio, value $2,013,159.

    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 5,079 shares
    Change vs previous 13F -5,471 shares

    0.64% of the 13F portfolio, value $969,543.

    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 10,550 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,080,209.

    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).