Sterling Investment Advisors, Ltd. FDIG Fidelity Crypto Industry & Digi. Paym. ETF

Ownership history in Sterling Investment Advisors, Ltd.  ·  4 quarters on record

AI Ownership Summary

Sterling Investment Advisors, Ltd. reported Fidelity Crypto Industry & Digi. Paym. ETF (FDIG) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows FDIG at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FDIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sterling Investment Advisors, Ltd.'s position in Fidelity Crypto Industry & Digi. Paym. ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FDIG was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sterling Investment Advisors, Ltd. held FDIG — position size vs. price
% of Fund (quarterly)    FDIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 11,185 +4,000 +55.7% 0.07% $367K 2026-05-04 $41.79
2025 Q4 REDUCED 51.3% -14.8% 7,185 -7,565 -51.3% 0.05% $277K 2026-02-09 $37.76
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sterling Investment Advisors, Ltd. and FDIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sterling Investment Advisors, Ltd. reported owning FDIG?

Sterling Investment Advisors, Ltd. reported FDIG across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported FDIG position in Sterling Investment Advisors, Ltd.'s portfolio?

The largest reported portfolio weight for FDIG was 0.07% in 2026 Q1.

What is the latest reported FDIG position on this page?

The most recent filing on this page is 2026 Q1, when Sterling Investment Advisors, Ltd. reported 11,185 shares, equal to 0.07% of portfolio, with an estimated market value of $367K.

What does the chart on this FDIG ownership page compare?

The chart compares Sterling Investment Advisors, Ltd.'s quarterly FDIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sterling Investment Advisors, Ltd. time their FDIG position?

Based on 13F filing dates vs. subsequent FDIG price moves, Sterling Investment Advisors, Ltd. correctly timed 1 out of 3 reported position changes (33%).

← Back to Sterling Investment Advisors, Ltd. Holdings