Current Market Value 456,088,330
Current Holdings 182
Most Recent File Date 2025-07-17
Total Filings on Record 35
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Sterling Investment Advisors, Ltd. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-17 2025-06-30 13F-HR 182 456,088
2025-05-07 2025-03-31 13F-HR 174 416,515
2025-02-04 2024-12-31 13F-HR 161 412,470
2024-10-24 2024-09-30 13F-HR 151 394,571
2024-08-05 2024-06-30 13F-HR 137 369,929
2024-05-01 2024-03-31 13F-HR 140 355,739
2024-02-09 2023-12-31 13F-HR 134 321,106
2023-11-06 2023-09-30 13F-HR 133 286,501
2023-08-03 2023-06-30 13F-HR 138 302,441
2023-04-25 2023-03-31 13F-HR 133 296,499
2023-02-07 2022-12-31 13F-HR 138 279,465
2022-11-03 2022-09-30 13F-HR 143 267,052
2022-08-05 2022-06-30 13F-HR 591 290,667
2022-05-03 2022-03-31 13F-HR 613 352,585
2022-02-02 2021-12-31 13F-HR 592 355,172
2021-11-09 2021-09-30 13F-HR 593 336,304
2021-07-29 2021-06-30 13F-HR 563 341,883
2021-05-04 2021-03-31 13F-HR 534 309,878
2021-01-21 2020-12-31 13F-HR 465 294,508
2020-10-26 2020-09-30 13F-HR 452 259,631
2020-07-24 2020-06-30 13F-HR 446 241,246
2020-04-30 2020-03-31 13F-HR 422 189,232
2020-02-10 2019-12-31 13F-HR 425 217,630
2019-10-15 2019-09-30 13F-HR 435 195,715
2019-08-06 2019-06-30 13F-HR 432 195,454
2019-05-01 2019-03-31 13F-HR 424 196,283
2019-01-18 2018-12-31 13F-HR 423 169,893
2018-11-09 2018-09-30 13F-HR 440 190,279
2018-07-26 2018-06-30 13F-HR 404 169,353
2018-04-23 2018-03-31 13F-HR 379 162,797
2018-01-26 2017-12-31 13F-HR 351 161,283
2017-11-03 2017-09-30 13F-HR 348 150,890
2017-08-09 2017-06-30 13F-HR 380 149,862
2017-05-15 2017-03-31 13F-HR 330 139,084
2017-05-12 2016-12-31 13F-HR 308 124,933