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Sterling Group Wealth Management, LLC: EFA position timeline

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

Sterling Group Wealth Management, LLC held 122,087 EFA 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 122,087 shares
    Change vs previous 13F -14,642 shares

    5.2% of the 13F portfolio, value $12,682,365.

    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 136,729 shares
    Change vs previous 13F +5,415 shares

    6.28% of the 13F portfolio, value $13,280,489.

    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 131,314 shares
    Change vs previous 13F -17,619 shares

    6.1% of the 13F portfolio, value $12,610,084.

    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 148,933 shares
    Change vs previous 13F +5,327 shares

    6.89% of the 13F portfolio, value $13,905,860.

    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 143,606 shares
    Change vs previous 13F +7,807 shares

    7.1% of the 13F portfolio, value $12,836,913.

    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 135,799 shares
    Change vs previous 13F +1,538 shares

    5.95% of the 13F portfolio, value $11,098,872.

    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 134,261 shares
    Change vs previous 13F +3,739 shares

    5.27% of the 13F portfolio, value $10,151,492.

    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 130,522 shares
    Change vs previous 13F not available

    5.79% of the 13F portfolio, value $10,915,546.

    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).