Current Market Value 149,962,923
Current Holdings 30
Most Recent File Date 2025-07-09
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Sterling Manor Financial, LLC . 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)
2025-07-09 2025-06-30 13F-HR 30 149,963
2025-04-28 2025-03-31 13F-HR 28 140,007
2025-01-24 2024-12-31 13F-HR 28 143,372
2024-10-24 2024-09-30 13F-HR 28 147,643
2024-07-26 2024-06-30 13F-HR 24 131,385
2024-04-23 2024-03-31 13F-HR 26 133,165
2024-01-26 2023-12-31 13F-HR 22 118,123
2023-10-31 2023-09-30 13F-HR 22 110,444
2023-07-21 2023-06-30 13F-HR 27 118,512
2023-04-06 2023-03-31 13F-HR 50 103,062
2023-01-17 2022-12-31 13F-HR 52 90,061
2022-10-12 2022-09-30 13F-HR 48 80,653
2022-08-03 2022-06-30 13F-HR 56 81,677
2022-04-21 2022-03-31 13F-HR 79 125,065
2022-01-21 2021-12-31 13F-HR 77 128,148
2021-10-08 2021-09-30 13F-HR 75 119,972
2021-07-16 2021-06-30 13F-HR 85 125,062
2021-04-20 2021-03-31 13F-HR 79 112,376
2021-02-01 2020-12-31 13F-HR 74 107,824