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Disclosery

Sterling Investment Counsel, LLC: IVW position timeline

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

Sterling Investment Counsel, LLC held 287,866 IVW 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 287,866 shares
    Change vs previous 13F +4,694 shares

    9.32% of the 13F portfolio, value $39,590,164.

    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 283,172 shares
    Change vs previous 13F -6,720 shares

    8.98% of the 13F portfolio, value $32,029,621.

    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 289,892 shares
    Change vs previous 13F -4,332 shares

    10.24% of the 13F portfolio, value $35,732,097.

    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 294,224 shares
    Change vs previous 13F +118,492 shares

    11.39% of the 13F portfolio, value $35,518,752.

    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 175,732 shares
    Change vs previous 13F -120,598 shares

    11.34% of the 13F portfolio, value $19,348,133.

    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 296,330 shares
    Change vs previous 13F +126,347 shares

    9.41% of the 13F portfolio, value $27,508,307.

    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 169,983 shares
    Change vs previous 13F -119,425 shares

    11.41% of the 13F portfolio, value $17,258,325.

    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 289,408 shares
    Change vs previous 13F not available

    9.87% of the 13F portfolio, value $27,710,794.

    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).