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Sterling Group Wealth Management, LLC: CWI position timeline

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

Sterling Group Wealth Management, LLC held 141,423 CWI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,423 shares
    Change vs previous 13F -14,459 shares

    2.36% of the 13F portfolio, value $5,751,680.

    13F-HR 0001852307-26-000004 filed by Sterling Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 155,882 shares
    Change vs previous 13F -403 shares

    2.7% of the 13F portfolio, value $5,703,719.

    13F-HR 0001852307-26-000003 filed by Sterling Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 156,285 shares
    Change vs previous 13F -4,696 shares

    2.72% of the 13F portfolio, value $5,613,747.

    13F-HR 0001852307-26-000002 filed by Sterling Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 160,981 shares
    Change vs previous 13F +6,127 shares

    2.78% of the 13F portfolio, value $5,621,451.

    13F-HR 0002085853-25-000010 filed by Sterling Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 154,854 shares
    Change vs previous 13F -5,909 shares

    2.8% of the 13F portfolio, value $5,057,516.

    13F-HR 0001667731-25-000792 filed by Sterling Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 160,763 shares
    Change vs previous 13F +6,505 shares

    2.55% of the 13F portfolio, value $4,755,374.

    13F-HR 0001085146-25-002376 filed by Sterling Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 154,258 shares
    Change vs previous 13F +3,312 shares

    2.24% of the 13F portfolio, value $4,309,970.

    13F-HR 0001085146-25-000315 filed by Sterling Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 150,946 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $4,594,804.

    13F-HR 0001085146-24-004685 filed by Sterling Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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