Current Market Value 170,548,989
Current Holdings 140
Most Recent File Date 2025-07-21
Total Filings on Record 17
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Sterling Investment Counsel, 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)
2025-07-21 2025-06-30 13F-HR 140 170,549
2025-04-21 2025-03-31 13F-HR 174 292,241
2025-01-22 2024-12-31 13F-HR 128 151,275
2024-10-22 2024-09-30 13F-HR 173 280,664
2024-07-25 2024-06-30 13F-HR 164 254,028
2024-04-26 2024-03-31 13F-HR 171 216,527
2024-01-12 2023-12-31 13F-HR 157 195,968
2023-10-19 2023-09-30 13F-HR 151 174,520
2023-07-17 2023-06-30 13F-HR 154 185,229
2023-04-18 2023-03-31 13F-HR 156 168,287
2023-01-20 2022-12-31 13F-HR 152 161,815
2022-10-21 2022-09-30 13F-HR 137 136,880
2022-10-20 2022-06-30 13F-HR/A 1 R 145 131,015
2022-07-18 2022-06-30 13F-HR 139 137,548
2022-05-10 2022-03-31 13F-HR/A 1 R 147 148,421
2022-05-02 2022-03-31 13F-HR 141 147,614
2022-04-29 2021-12-31 13F-HR 141 147,614