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STERLING INVESTMENT MANAGEMENT, LLC: XLK position timeline

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

STERLING INVESTMENT MANAGEMENT, LLC held 5,110 XLK 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 5,110 shares
    Change vs previous 13F -1,238 shares

    0.53% of the 13F portfolio, value $973,557.

    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 6,348 shares
    Change vs previous 13F -38 shares

    0.51% of the 13F portfolio, value $843,649.

    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 6,386 shares
    Change vs previous 13F +2,859 shares

    0.52% of the 13F portfolio, value $919,392.

    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 3,527 shares
    Change vs previous 13F -184 shares

    0.6% of the 13F portfolio, value $994,120.

    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 3,711 shares
    Change vs previous 13F -171 shares

    0.62% of the 13F portfolio, value $939,737.

    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 3,882 shares
    Change vs previous 13F +20 shares

    0.57% of the 13F portfolio, value $801,555.

    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 3,862 shares
    Change vs previous 13F -407 shares

    0.71% of the 13F portfolio, value $897,992.

    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 4,269 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $963,769.

    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).