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Disclosery

Sterling Financial Group, Inc.: SPY position timeline

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

Sterling Financial Group, Inc. held 6,413 SPY 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 6,413 shares
    Change vs previous 13F 0 shares

    1.35% of the 13F portfolio, value $4,272,368.

    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 6,413 shares
    Change vs previous 13F +85 shares

    1.33% of the 13F portfolio, value $3,962,272.

    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 6,328 shares
    Change vs previous 13F 0 shares

    1.28% of the 13F portfolio, value $3,539,820.

    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 6,328 shares
    Change vs previous 13F -595 shares

    1.38% of the 13F portfolio, value $3,708,714.

    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 6,923 shares
    Change vs previous 13F 0 shares

    1.7% of the 13F portfolio, value $3,972,140.

    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 6,923 shares
    Change vs previous 13F +595 shares

    1.71% of the 13F portfolio, value $3,767,635.

    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 6,328 shares
    Change vs previous 13F 0 shares

    1.57% of the 13F portfolio, value $3,309,987.

    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 6,328 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $3,007,762.

    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).