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Disclosery

Sterling Financial Group, Inc.: PEP position timeline

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

Sterling Financial Group, Inc. held 2,017 PEP 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 2,017 shares
    Change vs previous 13F -1,075 shares

    0.09% of the 13F portfolio, value $283,267.

    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 3,092 shares
    Change vs previous 13F +1,093 shares

    0.14% of the 13F portfolio, value $408,268.

    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 1,999 shares
    Change vs previous 13F -38 shares

    0.11% of the 13F portfolio, value $299,730.

    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 2,037 shares
    Change vs previous 13F -132 shares

    0.12% of the 13F portfolio, value $309,746.

    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 2,169 shares
    Change vs previous 13F +23 shares

    0.16% of the 13F portfolio, value $368,838.

    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 2,146 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $353,940.

    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 2,146 shares
    Change vs previous 13F -65 shares

    0.18% of the 13F portfolio, value $375,571.

    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 2,211 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $375,516.

    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).