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Disclosery

Sterling Investment Counsel, LLC: IVV position timeline

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

Sterling Investment Counsel, LLC held 11,581 IVV 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 11,581 shares
    Change vs previous 13F -90 shares

    2.04% of the 13F portfolio, value $8,673,249.

    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 11,671 shares
    Change vs previous 13F -361 shares

    2.14% of the 13F portfolio, value $7,623,294.

    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 12,032 shares
    Change vs previous 13F +198 shares

    2.36% of the 13F portfolio, value $8,241,506.

    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 11,834 shares
    Change vs previous 13F +8,920 shares

    2.54% of the 13F portfolio, value $7,920,743.

    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 2,914 shares
    Change vs previous 13F -8,939 shares

    1.06% of the 13F portfolio, value $1,809,206.

    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 11,853 shares
    Change vs previous 13F +8,950 shares

    2.28% of the 13F portfolio, value $6,660,272.

    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 2,903 shares
    Change vs previous 13F -8,972 shares

    1.13% of the 13F portfolio, value $1,708,764.

    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 11,875 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $6,849,724.

    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).