Position in VERX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$338,315
-$12,083 QoQ
Shares Held
29,470
0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#112
of 226 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VERX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Sterling Investment Advisors, Ltd. holds $4,630,519 across 4 Software - Application names. VERX ranks #4 (7.3% of the industry book) .
All Filings in VERX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,315 | 29,470 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $350,398 | 29,470 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $588,515 | 29,470 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $730,561 | 29,470 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,041,322 | 29,470 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,031,744 | 29,470 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,692,262 | 31,720 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,221,537 | 31,720 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,192,065 | 33,067 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,050,207 | 33,067 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $890,824 | 33,067 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $763,847 | 33,067 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $628,192 | 32,215 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||