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Disclosery

Sterling Investment Counsel, LLC: XLB position timeline

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

Sterling Investment Counsel, LLC held 26,883 XLB 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 26,883 shares
    Change vs previous 13F +843 shares

    0.32% of the 13F portfolio, value $1,366,463.

    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 26,040 shares
    Change vs previous 13F +2,492 shares

    0.36% of the 13F portfolio, value $1,301,219.

    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 23,548 shares
    Change vs previous 13F +10,696 shares

    0.31% of the 13F portfolio, value $1,067,902.

    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 12,852 shares
    Change vs previous 13F +10,224 shares

    0.37% of the 13F portfolio, value $1,151,796.

    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 2,628 shares
    Change vs previous 13F -8,399 shares

    0.14% of the 13F portfolio, value $230,765.

    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 11,027 shares
    Change vs previous 13F +8,555 shares

    0.32% of the 13F portfolio, value $948,101.

    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 2,472 shares
    Change vs previous 13F -6,572 shares

    0.14% of the 13F portfolio, value $207,994.

    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 9,044 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $871,661.

    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).