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STERLING INVESTMENT MANAGEMENT, LLC: VMBS position timeline

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

STERLING INVESTMENT MANAGEMENT, LLC held 319,916 VMBS 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 319,916 shares
    Change vs previous 13F -8,754 shares

    8.21% of the 13F portfolio, value $14,975,268.

    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 328,670 shares
    Change vs previous 13F +2,796 shares

    9.26% of the 13F portfolio, value $15,431,057.

    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 325,874 shares
    Change vs previous 13F +1,974 shares

    8.7% of the 13F portfolio, value $15,342,148.

    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 323,900 shares
    Change vs previous 13F +93,512 shares

    9.14% of the 13F portfolio, value $15,210,344.

    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).

  5. period ended2025-06-30
    13F 230,388 shares
    Change vs previous 13F +1,899 shares

    7.07% of the 13F portfolio, value $10,676,180.

    13F-HR 0001509873-25-000005 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).

  6. period ended2025-03-31
    13F 228,489 shares
    Change vs previous 13F +181,461 shares

    7.53% of the 13F portfolio, value $10,581,326.

    13F-HR 0001509873-25-000003 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).

  7. period ended2024-12-31
    13F 47,028 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $2,132,250.

    13F-HR 0001509873-25-000002 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).