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Sterling Financial Group, Inc.: IDVO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sterling Financial Group, Inc. on IDVO, newest first. How the timeline and the estimate are built.

Sterling Financial Group, Inc. held 528,577 IDVO shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 528,577 shares
    Change vs previous 13F +88,521 shares

    6.25% of the 13F portfolio, value $19,710,627.

    13F-HR 0001991301-25-000008 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 440,056 shares
    Change vs previous 13F +4,010 shares

    5.08% of the 13F portfolio, value $15,120,322.

    13F-HR 0001991301-25-000004 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 436,046 shares
    Change vs previous 13F +4,738 shares

    4.94% of the 13F portfolio, value $13,713,633.

    13F-HR 0001991301-25-000003 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 431,308 shares
    Change vs previous 13F +42,751 shares

    4.79% of the 13F portfolio, value $12,870,238.

    13F-HR 0001991301-25-000001 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 388,557 shares
    Change vs previous 13F +19,390 shares

    5.11% of the 13F portfolio, value $11,959,778.

    13F-HR 0001991301-24-000007 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 369,167 shares
    Change vs previous 13F +27,160 shares

    5.09% of the 13F portfolio, value $11,222,675.

    13F-HR 0001991301-24-000005 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 342,007 shares
    Change vs previous 13F +47,489 shares

    4.96% of the 13F portfolio, value $10,438,053.

    13F-HR 0001991301-24-000004 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 294,518 shares
    Change vs previous 13F not available

    5.03% of the 13F portfolio, value $8,473,291.

    13F-HR 0001991301-24-000002 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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