Current Market Value 192,087,808
Current Holdings 37
Most Recent File Date 2025-07-10
Total Filings on Record 44
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Sterling Investment Advisors Llc /adv . 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)
2025-07-10 2025-06-30 13F-HR 37 192,088
2025-04-25 2025-03-31 13F-HR 35 177,654
2025-01-14 2024-12-31 13F-HR 37 171,154
2024-10-21 2024-09-30 13F-HR 34 177,844
2024-07-10 2024-06-30 13F-HR 33 163,820
2024-04-11 2024-03-31 13F-HR 33 170,578
2024-01-17 2023-12-31 13F-HR 32 161,302
2023-10-26 2023-09-30 13F-HR 31 156,869
2023-07-31 2023-06-30 13F-HR 29 157,180
2023-04-17 2023-03-31 13F-HR 27 154,505
2023-01-26 2022-12-31 13F-HR 27 146,249
2022-10-26 2022-09-30 13F-HR 24 133,316
2022-07-27 2022-06-30 13F-HR 24 145,665
2022-04-14 2022-03-31 13F-HR 30 168,996
2022-01-25 2021-12-31 13F-HR 31 175,671
2021-10-18 2021-09-30 13F-HR 28 166,623
2021-07-28 2021-06-30 13F-HR 27 165,199
2021-04-19 2021-03-31 13F-HR 27 157,821
2021-01-27 2020-12-31 13F-HR 27 150,921
2020-10-14 2020-09-30 13F-HR 22 130,983
2020-07-13 2020-06-30 13F-HR 24 124,639
2020-04-22 2020-03-31 13F-HR 25 108,090
2020-02-14 2019-12-31 13F-HR 27 130,056
2019-10-16 2019-09-30 13F-HR 28 125,961
2019-07-19 2019-06-30 13F-HR 28 125,490
2019-04-10 2019-03-31 13F-HR 28 122,408
2019-01-29 2018-12-31 13F-HR 28 112,472
2018-10-11 2018-09-30 13F-HR 28 122,490
2018-07-13 2018-06-30 13F-HR 28 118,520
2018-04-23 2018-03-31 13F-HR 28 121,223
2018-01-26 2017-12-31 13F-HR 28 120,987
2017-10-20 2017-09-30 13F-HR/A 1 R 28 117,531
2017-10-12 2017-09-30 13F-HR 26 109,573
2017-07-14 2017-06-30 13F-HR 26 109,573
2017-04-13 2017-03-31 13F-HR 25 104,430
2017-01-09 2016-12-31 13F-HR 25 97,147
2016-10-13 2016-09-30 13F-HR 25 97,738
2016-07-15 2016-06-30 13F-HR 33 97,650
2016-04-20 2016-03-31 13F-HR 29 94,800
2016-02-04 2015-12-31 13F-HR 29 92,746
2015-10-29 2015-09-30 13F-HR 29 87,525
2015-07-27 2015-06-30 13F-HR 28 94,226
2015-05-05 2015-03-31 13F-HR 28 99,228
2015-02-04 2014-12-31 13F-HR 0 0