Sterling Financial Group, Inc.: IVV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sterling Financial Group, Inc. on IVV, newest first. How the timeline and the estimate are built.
Sterling Financial Group, Inc. held 393 IVV shares at 2025-09-30 per its 13F-HR filed 2025-11-17.
the latest 13F is the newest step
- period ended2025-09-3013F 393 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $263,035.
13F-HR 0001991301-25-000008 filed by Sterling Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 393 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $244,014.
13F-HR 0001991301-25-000004 filed by Sterling Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 393 sharesChange vs previous 13F -67 shares
0.08% of the 13F portfolio, value $220,827.
13F-HR 0001991301-25-000003 filed by Sterling Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 460 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $270,793.
13F-HR 0001991301-25-000001 filed by Sterling Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 460 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $265,337.
13F-HR 0001991301-24-000007 filed by Sterling Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 460 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $251,726.
13F-HR 0001991301-24-000005 filed by Sterling Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 460 sharesChange vs previous 13F -325 shares
0.11% of the 13F portfolio, value $241,836.
13F-HR 0001991301-24-000004 filed by Sterling Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 785 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $374,940.
13F-HR 0001991301-24-000002 filed by Sterling Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).