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STERLING INVESTMENT MANAGEMENT, LLC: XLF position timeline

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

STERLING INVESTMENT MANAGEMENT, LLC held 6,048 XLF 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 6,048 shares
    Change vs previous 13F -677 shares

    0.18% of the 13F portfolio, value $324,233.

    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 6,725 shares
    Change vs previous 13F -65 shares

    0.2% of the 13F portfolio, value $332,013.

    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 6,790 shares
    Change vs previous 13F -287 shares

    0.21% of the 13F portfolio, value $371,888.

    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 7,077 shares
    Change vs previous 13F -347 shares

    0.23% of the 13F portfolio, value $381,238.

    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 7,424 shares
    Change vs previous 13F -298 shares

    0.26% of the 13F portfolio, value $388,795.

    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 7,722 shares
    Change vs previous 13F +31 shares

    0.27% of the 13F portfolio, value $384,633.

    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 7,691 shares
    Change vs previous 13F -2,108 shares

    0.29% of the 13F portfolio, value $371,706.

    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).

  8. period ended2024-09-30
    13F 9,799 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $444,090.

    13F-HR 0001509873-24-000007 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).