Skip to content
Disclosery

Sterling Group Wealth Management, LLC: IDEF position timeline

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

Sterling Group Wealth Management, LLC held 9,479 IDEF 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 9,479 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $301,243.

    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 ยง4.2).