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Sterling Group Wealth Management, LLC: NULG position timeline

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

Sterling Group Wealth Management, LLC held 4,128 NULG 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 4,128 shares
    Change vs previous 13F -159 shares

    0.2% of the 13F portfolio, value $483,193.

    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 4,287 shares
    Change vs previous 13F +1,515 shares

    0.18% of the 13F portfolio, value $389,836.

    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 2,772 shares
    Change vs previous 13F -252 shares

    0.13% of the 13F portfolio, value $271,076.

    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 3,024 shares
    Change vs previous 13F +470 shares

    0.15% of the 13F portfolio, value $300,710.

    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 2,554 shares
    Change vs previous 13F -1,032 shares

    0.13% of the 13F portfolio, value $239,923.

    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 3,586 shares
    Change vs previous 13F -32 shares

    0.15% of the 13F portfolio, value $280,691.

    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 3,618 shares
    Change vs previous 13F -373 shares

    0.16% of the 13F portfolio, value $310,546.

    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 3,991 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $329,754.

    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).