Sterling Financial Group, Inc.: BLV position timeline

Sterling Financial Group, Inc. held 0 BLV shares at 2024-12-31 per its 13F-HR filed 2025-01-15.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -243,788 shares

   13F-HR 0001991301-25-000001 filed by Sterling Financial Group, Inc.
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-09-30

   13F 243,788 shares

   Change vs previous 13F +430 shares

   7.83% of the 13F portfolio, value $18,325,532.

   13F-HR 0001991301-24-000007 filed by Sterling Financial Group, Inc.
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 243,358 shares

   Change vs previous 13F +2,497 shares

   7.76% of the 13F portfolio, value $17,105,655.

   13F-HR 0001991301-24-000005 filed by Sterling Financial Group, Inc.
   Filed 2024-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 240,861 shares

   Change vs previous 13F +109,011 shares

   8.27% of the 13F portfolio, value $17,421,460.

   13F-HR 0001991301-24-000004 filed by Sterling Financial Group, Inc.
   Filed 2024-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 131,850 shares

   Change vs previous 13F not available

   5.83% of the 13F portfolio, value $9,833,363.

   13F-HR 0001991301-24-000002 filed by Sterling Financial Group, Inc.
   Filed 2024-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).