Skip to content
Disclosery

Sterling Group Wealth Management, LLC: IVW position timeline

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

Sterling Group Wealth Management, LLC held 41,186 IVW 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 41,186 shares
    Change vs previous 13F -20,900 shares

    2.32% of the 13F portfolio, value $5,664,314.

    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 62,086 shares
    Change vs previous 13F +73 shares

    3.32% of the 13F portfolio, value $7,022,597.

    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 62,013 shares
    Change vs previous 13F -3,109 shares

    3.7% of the 13F portfolio, value $7,643,728.

    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 65,122 shares
    Change vs previous 13F -2,277 shares

    3.89% of the 13F portfolio, value $7,861,538.

    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 67,399 shares
    Change vs previous 13F -35,748 shares

    4.11% of the 13F portfolio, value $7,420,640.

    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 103,147 shares
    Change vs previous 13F +1,984 shares

    5.14% of the 13F portfolio, value $9,575,161.

    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 101,163 shares
    Change vs previous 13F -1,423 shares

    5.33% of the 13F portfolio, value $10,271,056.

    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 102,586 shares
    Change vs previous 13F not available

    5.21% of the 13F portfolio, value $9,822,575.

    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).