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STERLING INVESTMENT MANAGEMENT, LLC: TFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STERLING INVESTMENT MANAGEMENT, LLC on TFC, newest first. How the timeline and the estimate are built.

STERLING INVESTMENT MANAGEMENT, LLC held 19,287 TFC shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,287 shares
    Change vs previous 13F -406 shares

    0.53% of the 13F portfolio, value $960,878.

    13F-HR 0001509873-26-000007 filed by STERLING INVESTMENT MANAGEMENT, 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 19,693 shares
    Change vs previous 13F -385 shares

    0.54% of the 13F portfolio, value $905,287.

    13F-HR 0001509873-26-000003 filed by STERLING INVESTMENT MANAGEMENT, 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 20,078 shares
    Change vs previous 13F -110 shares

    0.56% of the 13F portfolio, value $988,038.

    13F-HR 0001509873-26-000002 filed by STERLING INVESTMENT MANAGEMENT, 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 20,188 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $922,995.

    13F-HR 0001509873-25-000007 filed by STERLING INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).