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Sterling Group Wealth Management, LLC: SPHQ position timeline

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

Sterling Group Wealth Management, LLC held 193,281 SPHQ 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 193,281 shares
    Change vs previous 13F -38,018 shares

    7.14% of the 13F portfolio, value $17,414,622.

    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 231,299 shares
    Change vs previous 13F -40,253 shares

    8.23% of the 13F portfolio, value $17,391,352.

    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 271,552 shares
    Change vs previous 13F -497 shares

    9.86% of the 13F portfolio, value $20,379,967.

    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 272,049 shares
    Change vs previous 13F -6,069 shares

    9.88% of the 13F portfolio, value $19,938,466.

    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 278,118 shares
    Change vs previous 13F -119,937 shares

    10.97% of the 13F portfolio, value $19,818,670.

    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 398,055 shares
    Change vs previous 13F +2,818 shares

    14.16% of the 13F portfolio, value $26,406,962.

    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 395,237 shares
    Change vs previous 13F +8,767 shares

    13.75% of the 13F portfolio, value $26,492,742.

    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 386,470 shares
    Change vs previous 13F not available

    13.79% of the 13F portfolio, value $25,997,807.

    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).