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Sterling Group Wealth Management, LLC: SPYM position timeline

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

Sterling Group Wealth Management, LLC held 1,093,329 SPYM 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 1,093,329 shares
    Change vs previous 13F +13,647 shares

    39.42% of the 13F portfolio, value $96,081,714.

    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 1,079,682 shares
    Change vs previous 13F +49,533 shares

    39.09% of the 13F portfolio, value $82,638,838.

    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 1,030,149 shares
    Change vs previous 13F -2,535 shares

    40% of the 13F portfolio, value $82,638,520.

    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 1,032,684 shares
    Change vs previous 13F +1,550 shares

    40.08% of the 13F portfolio, value $80,900,489.

    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 1,031,134 shares
    Change vs previous 13F +112,051 shares

    41.48% of the 13F portfolio, value $74,953,133.

    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 919,083 shares
    Change vs previous 13F +18,861 shares

    32.41% of the 13F portfolio, value $60,438,897.

    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 900,222 shares
    Change vs previous 13F +27,523 shares

    32.2% of the 13F portfolio, value $62,061,276.

    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 872,699 shares
    Change vs previous 13F not available

    31.24% of the 13F portfolio, value $58,915,923.

    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).